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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,507 |
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 | $25,423 | $66,124-61.6% | $90,461-71.9% | $73,497-65.4% |
| Participation rate | 97.6% | 69.7%+27.9pp | 72.7%+24.9pp | 70.7%+26.9pp |
| Annual return | 17.36% | 17.65%-0.3pp | 1294.76%-1277.4pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,665 | $2,346-29.0% | $3,264-49.0% | $2,270-26.7% |
| Participant deferral / active EE | $2,757 | $3,039-9.3% | $3,964-30.4% | $3,740-26.3% |
| Admin fee / account holder | $86 | $396-78.3% | $5,617-98.5% | $513-83.3% |