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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,278 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $40,598 |
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 | $115,511 | $66,459+73.8% | $81,286+42.1% | $77,714+48.6% |
| Participation rate | 96.7% | 68.7%+28.0pp | 69.5%+27.2pp | 70.6%+26.1pp |
| Annual return | 13.49% | 15.95%-2.5pp | 24.80%-11.3pp | 31.26%-17.8pp |
| Employer contribution / active EE | $4,053 | $2,156+87.9% | $2,463+64.6% | $2,727+48.6% |
| Participant deferral / active EE | $7,269 | $3,674+97.8% | $3,883+87.2% | $4,649+56.3% |
| Admin fee / account holder | $69 | $585-88.3% | $5,764-98.8% | $433-84.2% |