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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,448 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,667 | $77,460+1.6% | $100,378-21.6% | $80,925-2.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 15.25% | 37.24%-22.0pp | 49.41%-34.2pp | 35.65%-20.4pp |
| Employer contribution / active EE | $674 | $2,801-75.9% | $3,942-82.9% | $2,756-75.5% |
| Participant deferral / active EE | $8,220 | $6,818+20.6% | $8,087+1.6% | $4,299+91.2% |
| Admin fee / account holder | $115 | $5,887-98.1% | $7,899-98.5% | $6,940-98.3% |