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 | $13,230 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $355,437 | $73,823+381.5% | $379,746-6.4% | $73,497+383.6% |
| Participation rate | 99.1% | 73.1%+26.0pp | 78.4%+20.7pp | 70.7%+28.4pp |
| Annual return | 10.86% | 29.06%-18.2pp | 34.90%-24.0pp | 28.51%-17.7pp |
| Employer contribution / active EE | $14,216 | $2,472+475.1% | $3,540+301.6% | $2,270+526.2% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $50 | $607-91.8% | $7,927-99.4% | $513-90.3% |