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 25 · EIN 23-1945930 | Directed Trustee | $1,022 |
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 | $111,729 | $47,977+132.9% | $154,108-27.5% | $56,289+98.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.54% | 3.54%-8.1pp | 735.21%-739.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,503 | $2,169+15.4% | $5,298-52.8% | $2,111+18.5% |
| Participant deferral / active EE | $5,142 | $2,392+115.0% | $5,081+1.2% | $3,350+53.5% |
| Admin fee / account holder | $8 | $438-98.1% | $13,411-99.9% | $521-98.4% |