Filed December 17, 2024
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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $89,885 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,571 | $61,756+11.0% | $69,884-1.9% | $77,906-12.0% |
| Participation rate | 91.6% | 79.9%+11.7pp | 70.5%+21.1pp | 73.7%+17.9pp |
| Annual return | -14.57% | -11.86%-2.7pp | 190.81%-205.4pp | 12.16%-26.7pp |
| Employer contribution / active EE | $3,134 | $2,706+15.8% | $2,560+22.4% | $2,846+10.1% |
| Participant deferral / active EE | $3,853 | $3,977-3.1% | $3,848+0.1% | $4,805-19.8% |
| Admin fee / account holder | $74 | $101-26.8% | $6,266-98.8% | $133-44.0% |