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 | $5,646 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,585 | $155,795-78.4% | $136,298-75.4% | $69,631-51.8% |
| Participation rate | 89.6% | 75.2%+14.3pp | 81.9%+7.7pp | 70.7%+18.9pp |
| Annual return | 30.45% | 232464.33%-232433.9pp | 5156.27%-5125.8pp | 27571.02%-27540.6pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $10,273 | $5,394+90.5% | $6,247+64.4% | $3,224+218.7% |
| Admin fee / account holder | $7 | $128-94.4% | $9,244-99.9% | $110-93.5% |