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 Filed as: VANGUARD Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $6,130 |
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 25 · EIN 13-3623351 | Directed Trustee | $188 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,920 | $42,909+9.3% | $60,906-23.0% | $68,486-31.5% |
| Participation rate | 76.7% | 66.8%+10.0pp | 73.1%+3.6pp | 67.9%+8.9pp |
| Annual return | -11.50% | -13.99%+2.5pp | 16.94%-28.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $1,579 | $1,979-20.2% | $2,703-41.6% | $2,597-39.2% |
| Participant deferral / active EE | $3,046 | $2,866+6.3% | $3,814-20.1% | $4,028-24.4% |
| Admin fee / account holder | $45 | $3,104-98.6% | $3,227-98.6% | $5,404-99.2% |