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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,799 |
Filed as: MML INVESTOR SVCS Service code 27 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $26,295 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,661 | $101,591-39.3% | $147,096-58.1% | $74,429-17.2% |
| Participation rate | 74.7% | 75.5%-0.8pp | 82.2%-7.5pp | 67.2%+7.5pp |
| Annual return | 13.67% | 8746.45%-8732.8pp | 419.75%-406.1pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $2,910 | $3,813-23.7% | $4,936-41.0% | $2,625+10.9% |
| Participant deferral / active EE | $6,473 | $7,302-11.4% | $8,071-19.8% | $4,348+48.9% |
| Admin fee / account holder | $195 | $1,750-88.8% | $13,005-98.5% | $1,944-90.0% |