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 Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $11,849 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,397 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963 | Contract Administrator | $1,950 |
ASCENSUS LLC2 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $1 |
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 | $32,989 | $53,063-37.8% | $70,160-53.0% | $71,511-53.9% |
| Participation rate | 44.2% | 62.1%-17.9pp | 78.8%-34.6pp | 67.9%-23.7pp |
| Annual return | 19.16% | 19.46%-0.3pp | 19.08%+0.1pp | 28.86%-9.7pp |
| Employer contribution / active EE | $1,277 | $3,011-57.6% | $4,285-70.2% | $2,589-50.7% |
| Participant deferral / active EE | $2,030 | $3,291-38.3% | $5,394-62.4% | $4,291-52.7% |
| Admin fee / account holder | $190 | $1,068-82.2% | $4,582-95.8% | $1,588-88.0% |