Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,350 |
AMERICAN FUNDS2 years Filed as: CAPITAL STRATEGIES INV GROUP LLC Service code 27 · EIN 26-4789150 | Advisory (Plan) | $32,500 |
CROWE LLP2 years Service code 99 · EIN 35-0921680 | Other Fees | $19,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,878 | $52,722+356.9% | $90,468+166.3% | $73,415+228.1% |
| Participation rate | 97.8% | 67.7%+30.1pp | 72.7%+25.1pp | 72.2%+25.6pp |
| Annual return | 20.46% | 20.70%-0.2pp | 1294.94%-1274.5pp | 59.30%-38.8pp |
| Employer contribution / active EE | $8,178 | $1,872+337.0% | $3,264+150.6% | $2,234+266.1% |
| Participant deferral / active EE | $25,209 | $2,810+797.2% | $3,964+536.0% | $3,806+562.3% |
| Admin fee / account holder | $146 | $117+25.2% | $5,614-97.4% | $158-7.3% |