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 | $267,895 |
MARQUETTE ASSOCIATES5 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 | Consulting | $30,000 |
O'DONOGHUE & O'DONOGHUE5 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $17,042 |
Filed as: HARPER & PEARSON CO, P.C. Service code 10 · EIN 74-1695589 | Accounting | $12,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,091 | $72,066+219.3% | $81,726+181.5% | $90,274+154.9% |
| Participation rate | 98.2% | 78.9%+19.3pp | 72.0%+26.2pp | 73.4%+24.8pp |
| Annual return | 11.51% | 15.92%-4.4pp | 29.49%-18.0pp | 53.97%-42.5pp |
| Employer contribution / active EE | $9,051 | $2,335+287.6% | $4,311+109.9% | $2,523+258.7% |
| Participant deferral / active EE | $56 | $3,557-98.4% | $7,108-99.2% | $4,231-98.7% |
| Admin fee / account holder | $142 | $92+53.2% | $5,160-97.3% | $114+24.2% |