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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,841 |
BENEFIT FUNDING SERVICES GROUP2+ years Service code 16 · EIN 20-8532658 | Consulting | $24,993 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,439 | $42,582+11.4% | $171,082-72.3% | $57,658-17.7% |
| Participation rate | 97.7% | 63.9%+33.7pp | 76.7%+21.0pp | 70.2%+27.4pp |
| Annual return | 6.46% | 308.67%-302.2pp | 32.56%-26.1pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,476 | $1,306+13.0% | $4,002-63.1% | $1,974-25.2% |
| Participant deferral / active EE | $3,710 | $2,933+26.5% | $4,797-22.7% | $3,061+21.2% |
| Admin fee / account holder | $95 | $82+15.0% | $8,520-98.9% | $95+0.2% |