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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,350 |
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 | $198,541 | $130,294+52.4% | $170,043+16.8% | $71,511+177.6% |
| Participation rate | 97.0% | 86.2%+10.8pp | 87.0%+10.0pp | 67.9%+29.1pp |
| Annual return | 19.33% | 20.36%-1.0pp | 53.40%-34.1pp | 28.86%-9.5pp |
| Employer contribution / active EE | $10,671 | $4,385+143.4% | $6,790+57.2% | $2,589+312.2% |
| Participant deferral / active EE | $20,720 | $6,928+199.1% | $10,410+99.0% | $4,291+382.9% |
| Admin fee / account holder | $8 | $966-99.2% | $12,824-99.9% | $1,588-99.5% |