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.7 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $28,712 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 415 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $7,800 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,987 | $55,472+103.7% | $155,567-27.4% | $74,546+51.6% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.8pp | 67.2%+31.8pp |
| Annual return | 15.07% | 268.72%-253.6pp | 64.74%-49.7pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $5,415 | $2,269+138.7% | $4,674+15.9% | $2,624+106.4% |
| Participant deferral / active EE | $3,987 | $2,838+40.5% | $5,628-29.1% | $4,347-8.3% |
| Admin fee / account holder | $66 | $1,743-96.2% | $15,916-99.6% | $1,944-96.6% |