Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 37 · EIN 23-1945930 | Loan Processing | $27,225 |
MORNINGSTAR1 year Service code 28 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Management | $12 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,109 | $53,204+41.2% | $155,556-51.7% | $200,096-62.5% |
| Participation rate | 98.4% | 64.1%+34.3pp | 78.2%+20.2pp | 72.0%+26.4pp |
| Annual return | 21.68% | 41.02%-19.3pp | 64.84%-43.2pp | 34.26%-12.6pp |
| Employer contribution / active EE | $9,084 | $1,850+391.0% | $4,675+94.3% | $3,038+199.0% |
| Participant deferral / active EE | $14,640 | $3,163+362.8% | $5,631+160.0% | $5,090+187.6% |
| Admin fee / account holder | $8 | $186-95.7% | $15,885-99.9% | $269-97.0% |