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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,164 |
Filed as: SECURIAN FIN'L SERVICES Service code 27 600 W GERMANTOWN PIKE · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $8,449 |
Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $8,166 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,580 | $91,198-75.2% | $178,503-87.4% | $79,856-71.7% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.7pp | 69.6%+27.0pp |
| Annual return | 3.59% | 24.20%-20.6pp | 151.12%-147.5pp | 31.71%-28.1pp |
| Employer contribution / active EE | $2,553 | $3,257-21.6% | $5,011-49.0% | $2,471+3.3% |
| Participant deferral / active EE | $3,306 | $3,237+2.1% | $5,202-36.5% | $3,741-11.6% |
| Admin fee / account holder | $228 | $6,748-96.6% | $13,987-98.4% | $5,306-95.7% |