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.8 years Filed as: VANGUARD Service code 28 · EIN 23-2186884 | Investment Management | $186,711 |
BLAKE & UHLIG, P.A.10+ years Service code 29 · EIN 48-0918231 | Legal | $90,721 |
ZENITH AMERICAN SOLUTIONS6 years Service code 14 · EIN 52-1590516 | Plan Administrator | $67,554 |
ASSET STRATEGY CONSULTANTS10+ years Filed as: ASSET CONSULTING GROUP INC. Service code 27 · EIN 43-1512694 | Advisory (Plan) | $35,000 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 | Accounting | $26,527 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,298 | $241,850-45.3% | $102,437+29.1% | $200,096-33.9% |
| Participation rate | 80.1% | 78.3%+1.8pp | 74.5%+5.6pp | 72.0%+8.1pp |
| Annual return | 15.24% | 17.67%-2.4pp | 24.95%-9.7pp | 34.26%-19.0pp |
| Employer contribution / active EE | $5,268 | $4,253+23.9% | $3,871+36.1% | $3,038+73.4% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $177 | $288-38.6% | $8,388-97.9% | $269-34.3% |