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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,750 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,739 | $73,102+189.6% | $123,552+71.4% | $56,287+276.2% |
| Participation rate | 98.1% | 74.3%+23.8pp | 82.3%+15.8pp | 69.9%+28.3pp |
| Annual return | -3.90% | 3.01%-6.9pp | 119.20%-123.1pp | -9.96%+6.1pp |
| Employer contribution / active EE | $13,412 | $2,977+350.5% | $4,628+189.8% | $2,111+535.3% |
| Participant deferral / active EE | $12,505 | $5,423+130.6% | $6,426+94.6% | $3,350+273.3% |
| Admin fee / account holder | $61 | $554-89.1% | $9,285-99.3% | $521-88.4% |