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 | $16,019 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,979 | $73,532+75.4% | $178,505-27.7% | $74,478+73.2% |
| Participation rate | 97.2% | 66.6%+30.7pp | 77.1%+20.1pp | 67.2%+30.0pp |
| Annual return | 13.51% | 17.49%-4.0pp | 27.16%-13.7pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $4,238 | $2,221+90.8% | $3,955+7.1% | $2,626+61.4% |
| Participant deferral / active EE | $7,744 | $4,519+71.4% | $6,280+23.3% | $4,350+78.0% |
| Admin fee / account holder | $113 | $1,813-93.8% | $10,428-98.9% | $1,946-94.2% |