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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,135 |
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 | $40,230 | $79,523-49.4% | $140,019-71.3% | $56,289-28.5% |
| Participation rate | 98.4% | 85.7%+12.7pp | 87.5%+10.9pp | 69.9%+28.5pp |
| Annual return | -4.64% | 2.39%-7.0pp | 651.17%-655.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,395 | $3,350-28.5% | $5,605-57.3% | $2,111+13.4% |
| Participant deferral / active EE | $4,937 | $5,129-3.7% | $6,927-28.7% | $3,350+47.4% |
| Admin fee / account holder | $25 | $614-95.9% | $10,705-99.8% | $521-95.2% |