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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $237,225 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $142,435 |
ABD RETIREMENT SERVICES INC3 years Service code 16 · EIN 80-0833114 | Consulting | $67,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,901 | $112,156-24.3% | $108,421-21.7% | $101,555-16.4% |
| Participation rate | 97.8% | 83.2%+14.6pp | 80.1%+17.7pp | 74.5%+23.3pp |
| Annual return | 24.84% | 15.85%+9.0pp | 905.61%-880.8pp | 21.00%+3.8pp |
| Employer contribution / active EE | $2,839 | $3,067-7.4% | $3,560-20.2% | $2,972-4.5% |
| Participant deferral / active EE | $15,111 | $6,696+125.7% | $6,564+130.2% | $4,874+210.0% |
| Admin fee / account holder | $62 | $75-17.4% | $7,298-99.2% | $139-55.8% |