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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $700 |
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 | $115,615 | $70,002+65.2% | $115,037+0.5% | $52,331+120.9% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 0.42% | 4.04%-3.6pp | 26.14%-25.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,469 | $2,715-45.9% | $4,608-68.1% | $1,882-21.9% |
| Participant deferral / active EE | $7,288 | $4,920+48.1% | $6,026+20.9% | $3,022+141.2% |
| Admin fee / account holder | $1 | $566-99.8% | $8,175-100.0% | $592-99.8% |