Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,049 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,199 | $91,424+125.5% | $135,942+51.7% | $71,495+188.4% |
| Participation rate | 98.7% | 75.7%+23.0pp | 81.9%+16.7pp | 67.9%+30.7pp |
| Annual return | 16.65% | 29.90%-13.2pp | 68.28%-51.6pp | 28.85%-12.2pp |
| Employer contribution / active EE | $7,839 | $3,704+111.6% | $4,858+61.4% | $2,589+202.7% |
| Participant deferral / active EE | $9,638 | $7,092+35.9% | $7,759+24.2% | $4,291+124.6% |
| Admin fee / account holder | $99 | $1,266-92.2% | $10,764-99.1% | $1,588-93.8% |