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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $51,718 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,382 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,581 | $95,388-13.4% | $125,363-34.1% | $77,906+6.0% |
| Participation rate | 99.7% | 78.6%+21.1pp | 82.4%+17.4pp | 73.7%+26.1pp |
| Annual return | -10.12% | 116.19%-126.3pp | 572.15%-582.3pp | 12.16%-22.3pp |
| Employer contribution / active EE | $3,494 | $3,666-4.7% | $4,815-27.4% | $2,846+22.7% |
| Participant deferral / active EE | $5,702 | $7,711-26.0% | $7,447-23.4% | $4,805+18.7% |
| Admin fee / account holder | $26 | $119-77.9% | $10,005-99.7% | $133-80.2% |