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 FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-3080210 | Recordkeeping | $15,366 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $124,814-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.0%-11.0pp |
| Annual return | 10.99% | 11.79%-0.8pp | 10.53%+0.5pp | 8.21%+2.8pp |
| Employer contribution / active EE | $50,125 | $19,735+154.0% | $26,797+87.1% | $13,841+262.2% |
| Participant deferral / active EE | $0 | $28-100.0% | $122-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $129-100.0% | $1,652-100.0% |