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 | $13,122 |
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 | $203,103 | $79,438+155.7% | $106,555+90.6% | $79,391+155.8% |
| Participation rate | 96.2% | 74.2%+22.0pp | 76.1%+20.0pp | 70.7%+25.5pp |
| Annual return | 14.29% | 18.27%-4.0pp | 26.80%-12.5pp | 116.88%-102.6pp |
| Employer contribution / active EE | $1,593 | $2,235-28.7% | $2,819-43.5% | $2,428-34.4% |
| Participant deferral / active EE | $5,111 | $3,824+33.7% | $4,399+16.2% | $4,046+26.3% |
| Admin fee / account holder | $60 | $523-88.6% | $7,408-99.2% | $627-90.5% |