Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HAYS COMPANIES2 years Filed as: HAYS FINANCIAL GROUP Service code 27 80 S 8TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $42,784 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,195 | $101,591-39.8% | $147,096-58.4% | $74,429-17.8% |
| Participation rate | 96.2% | 75.5%+20.7pp | 82.2%+14.0pp | 67.2%+29.0pp |
| Annual return | 20.77% | 8746.45%-8725.7pp | 419.75%-399.0pp | 1368.38%-1347.6pp |
| Employer contribution / active EE | $6,624 | $3,813+73.8% | $4,936+34.2% | $2,625+152.4% |
| Participant deferral / active EE | $15,470 | $7,302+111.9% | $8,071+91.7% | $4,348+255.8% |
| Admin fee / account holder | $134 | $1,750-92.3% | $13,005-99.0% | $1,944-93.1% |