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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $209,796 |
CURCIO WEBB4+ years Filed as: CURCIO WEBB LLC Service code 27 · EIN 36-4171366 | Advisory (Plan) | $55,599 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,466 | $88,874+0.7% | $123,553-27.6% | $75,289+18.8% |
| Participation rate | 94.2% | 75.9%+18.3pp | 82.3%+11.9pp | 72.4%+21.8pp |
| Annual return | -5.30% | 4.22%-9.5pp | 119.21%-124.5pp | -0.04%-5.3pp |
| Employer contribution / active EE | $2,975 | $3,256-8.6% | $4,628-35.7% | $2,405+23.7% |
| Participant deferral / active EE | $6,717 | $6,174+8.8% | $6,426+4.5% | $3,739+79.7% |
| Admin fee / account holder | $115 | $95+21.2% | $9,284-98.8% | $102+12.0% |