Filed September 6, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,347 | $55,470-45.3% | $155,556-80.5% | $74,478-59.3% |
| Participation rate | 56.7% | 61.9%-5.2pp | 78.2%-21.5pp | 67.2%-10.5pp |
| Annual return | 17.09% | 269.80%-252.7pp | 64.84%-47.7pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $2,157 | $2,267-4.8% | $4,675-53.9% | $2,626-17.9% |
| Participant deferral / active EE | $3,353 | $2,838+18.1% | $5,631-40.5% | $4,350-22.9% |
| Admin fee / account holder | $20 | $1,744-98.9% | $15,885-99.9% | $1,946-99.0% |