Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,174 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,850 | $102,385-59.1% | $147,080-71.5% | $80,935-48.3% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 16.18% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,221 | $6,651+68.7% | $8,066+39.1% | $4,299+161.0% |
| Admin fee / account holder | $36 | $7,951-99.5% | $12,989-99.7% | $6,924-99.5% |