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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,264 |
EVERHART ADVISORS3 years Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $11,980 |
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 | $12,255 | $45,126-72.8% | $85,187-85.6% | $74,459-83.5% |
| Participation rate | 76.8% | 49.4%+27.4pp | 67.5%+9.3pp | 67.2%+9.6pp |
| Annual return | 14.51% | 26.30%-11.8pp | 66.67%-52.2pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $1,129 | $1,460-22.7% | $2,732-58.7% | $2,626-57.0% |
| Participant deferral / active EE | $1,763 | $2,738-35.6% | $4,525-61.0% | $4,350-59.5% |
| Admin fee / account holder | $116 | $2,212-94.8% | $6,162-98.1% | $1,945-94.0% |