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 |
|---|---|---|
ALESCO ADVISORS2+ years Filed as: ALESCO ADVISORS LLC Service code 27 · EIN 16-1579300 | Advisory (Plan) | $40,000 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,175 |
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 | $140,233 | $80,177+74.9% | $123,894+13.2% | $57,661+143.2% |
| Participation rate | 97.4% | 74.4%+22.9pp | 81.4%+16.0pp | 70.2%+27.2pp |
| Annual return | 10.26% | 17.90%-7.6pp | 47.52%-37.3pp | 5.13%+5.1pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $8,102 | $5,130+57.9% | $5,984+35.4% | $3,061+164.7% |
| Admin fee / account holder | $151 | $106+42.1% | $8,357-98.2% | $95+59.8% |