Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,363 |
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,061 | $106,264-19.0% | $147,117-41.5% | $77,762+10.7% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 30.45% | 56.94%-26.5pp | 420.54%-390.1pp | 31.27%-0.8pp |
| Employer contribution / active EE | $8,220 | $4,074+101.8% | $4,932+66.6% | $2,728+201.3% |
| Participant deferral / active EE | $17,384 | $8,003+117.2% | $8,065+115.6% | $4,651+273.8% |
| Admin fee / account holder | $28 | $334-91.7% | $12,993-99.8% | $433-93.6% |