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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $115,503 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $24,496 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,949 |
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 | $80,559 | $84,784-5.0% | $98,462-18.2% | $74,473+8.2% |
| Participation rate | 97.4% | 81.5%+15.9pp | 75.2%+22.3pp | 70.7%+26.7pp |
| Annual return | 14.10% | 20.59%-6.5pp | 21.17%-7.1pp | 34.36%-20.3pp |
| Employer contribution / active EE | $1,380 | $3,364-59.0% | $3,049-54.7% | $2,638-47.7% |
| Participant deferral / active EE | $4,907 | $5,218-6.0% | $4,738+3.6% | $4,530+8.3% |
| Admin fee / account holder | $111 | $204-45.7% | $8,875-98.7% | $347-68.0% |