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 Filed as: VANGUARD Service code 15 · EIN 36-7249295 | Recordkeeping | $16,203 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,756 | $121,671-46.8% | $211,142-69.3% | $64,340+0.6% |
| Participation rate | 96.7% | 76.5%+20.3pp | 87.3%+9.5pp | 55.2%+41.5pp |
| Annual return | 13.66% | 21.43%-7.8pp | 46.84%-33.2pp | 24.14%-10.5pp |
| Employer contribution / active EE | $6,217 | $4,066+52.9% | $6,442-3.5% | $1,862+234.0% |
| Participant deferral / active EE | $11,421 | $6,049+88.8% | $9,284+23.0% | $2,980+283.2% |
| Admin fee / account holder | $63 | $4,774-98.7% | $19,076-99.7% | $3,703-98.3% |