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.10+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $20,224 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 27 531 W. MORSE BLVD., STE 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $19,510 |
DICLAUDIO & KRAMER, LLC2 years Service code 10 · EIN 27-0889793 | Accounting | $12,138 |
MEYER, UNKOVIC & SCOTT10+ years Filed as: MEYER, UNKOVIC, & SCOTT, LLP Service code 29 535 SMITHFIELD STREET, STE 1300 · PITTSBURGH, PA 15222 | Legal | $6,992 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,627 | $81,557+79.8% | $123,973+18.3% | $65,191+124.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 8.30% | 11.45%-3.2pp | 388.13%-379.8pp | 51.24%-42.9pp |
| Employer contribution / active EE | $6,390 | $4,637+37.8% | $4,126+54.9% | $2,400+166.2% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $308 | $1,040-70.4% | $11,799-97.4% | $907-66.1% |