Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 82-5320133 | Other Fees | $74,311 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,180 |
BD & COMPANY INC1 year Filed as: BD & COMPANY, INC Service code 10 · EIN 45-1135289 | Accounting | $10,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,534 | $106,164+53.1% | $147,041+10.5% | $77,692+109.2% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.2pp | 70.6%+26.7pp |
| Annual return | 13.11% | 56.81%-43.7pp | 419.21%-406.1pp | 31.25%-18.1pp |
| Employer contribution / active EE | $2,017 | $4,066-50.4% | $4,935-59.1% | $2,726-26.0% |
| Participant deferral / active EE | $9,829 | $7,993+23.0% | $8,071+21.8% | $4,648+111.5% |
| Admin fee / account holder | $263 | $338-22.3% | $13,006-98.0% | $431-39.0% |