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 15 · EIN 23-1945930 | Recordkeeping | $7,466 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,548 | $65,592-24.5% | $90,161-45.0% | $69,631-28.8% |
| Participation rate | 94.9% | 77.6%+17.2pp | 76.9%+18.0pp | 70.7%+24.2pp |
| Annual return | 19.68% | 57.10%-37.4pp | 34.89%-15.2pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $81 | $2,193-96.3% | $3,318-97.6% | $2,032-96.0% |
| Participant deferral / active EE | $7,511 | $5,257+42.9% | $5,287+42.0% | $3,224+133.0% |
| Admin fee / account holder | $12 | $86-85.4% | $5,943-99.8% | $110-88.7% |