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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,351 |
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 | $239,479 | $78,483+205.1% | $106,201+125.5% | $74,546+221.2% |
| Participation rate | 89.4% | 72.8%+16.6pp | 75.3%+14.1pp | 67.2%+22.2pp |
| Annual return | 13.26% | 15.94%-2.7pp | 116.26%-103.0pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $1,607 | $2,522-36.3% | $3,170-49.3% | $2,624-38.8% |
| Participant deferral / active EE | $5,635 | $4,320+30.4% | $5,012+12.4% | $4,347+29.6% |
| Admin fee / account holder | $153 | $2,236-93.2% | $11,039-98.6% | $1,944-92.1% |