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 Service code 15 · EIN 23-1945930 | Recordkeeping | $16,249 |
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 | $104,633 | $37,196+181.3% | $154,114-32.1% | $55,725+87.8% |
| Participation rate | 96.6% | 64.1%+32.5pp | 83.0%+13.6pp | 70.9%+25.8pp |
| Annual return | -5.71% | 1319.68%-1325.4pp | 735.16%-740.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $5,735 | $1,614+255.3% | $5,298+8.3% | $2,078+176.0% |
| Participant deferral / active EE | $5,401 | $2,068+161.2% | $5,081+6.3% | $3,356+61.0% |
| Admin fee / account holder | $35 | $102-65.9% | $13,411-99.7% | $115-69.9% |