Filed August 28, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,433 | $55,122-53.9% | $104,614-75.7% | $73,493-65.4% |
| Participation rate | 49.7% | 67.7%-18.0pp | 74.1%-24.4pp | 70.7%-21.0pp |
| Annual return | 23.25% | 24.77%-1.5pp | 340.56%-317.3pp | 28.51%-5.3pp |
| Employer contribution / active EE | $1,484 | $1,464+1.4% | $2,681-44.6% | $2,270-34.6% |
| Participant deferral / active EE | $2,659 | $2,919-8.9% | $3,739-28.9% | $3,740-28.9% |
| Admin fee / account holder | $10 | $423-97.6% | $6,464-99.8% | $513-98.0% |