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 | $26,517 |
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 4604 H PINECREST OFFICE PARK DR · ALEXANDRIA, VA 22312 | Advisory (Plan) | $21,436 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $744 |
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 | $42,643 | $88,122-51.6% | $141,177-69.8% | $67,579-36.9% |
| Participation rate | 82.2% | 76.5%+5.8pp | 82.5%-0.3pp | 71.3%+10.9pp |
| Annual return | 35.89% | 75.40%-39.5pp | 71.40%-35.5pp | 378.56%-342.7pp |
| Employer contribution / active EE | $2,499 | $3,224-22.5% | $4,736-47.2% | $2,148+16.3% |
| Participant deferral / active EE | $9,736 | $5,958+63.4% | $6,710+45.1% | $3,539+175.1% |
| Admin fee / account holder | $160 | $131+22.4% | $10,263-98.4% | $142+12.6% |