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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,562 |
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 | $120,300 | $88,122+36.5% | $141,191-14.8% | $67,579+78.0% |
| Participation rate | 98.6% | 76.5%+22.1pp | 82.5%+16.1pp | 71.3%+27.3pp |
| Annual return | 23.05% | 75.40%-52.4pp | 71.41%-48.4pp | 378.56%-355.5pp |
| Employer contribution / active EE | $2,960 | $3,224-8.2% | $4,736-37.5% | $2,148+37.8% |
| Participant deferral / active EE | $7,226 | $5,958+21.3% | $6,710+7.7% | $3,539+104.2% |
| Admin fee / account holder | $33 | $131-74.9% | $10,264-99.7% | $142-76.9% |