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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945960 | Recordkeeping | $91,448 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $17,000 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $9,124 |
THE VANGUARD GROUP, INC.2+ years Service code 64 | Recordkeeping Fees | $0 |
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 | $211,975 | $31,424+574.6% | $81,473+160.2% | $69,634+204.4% |
| Participation rate | 97.1% | 50.8%+46.3pp | 68.0%+29.1pp | 70.7%+26.4pp |
| Annual return | 14.34% | 22.44%-8.1pp | 38.78%-24.4pp | 27572.26%-27557.9pp |
| Employer contribution / active EE | $3,551 | $1,029+245.1% | $2,568+38.3% | $2,032+74.7% |
| Participant deferral / active EE | $7,295 | $1,838+296.9% | $3,537+106.3% | $3,224+126.3% |
| Admin fee / account holder | $105 | $103+2.0% | $4,561-97.7% | $110-5.2% |