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.3+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $4,025 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,679 | $48,064+119.9% | $78,778+34.1% | $69,631+51.8% |
| Participation rate | 89.1% | 61.6%+27.5pp | 69.2%+19.9pp | 70.7%+18.4pp |
| Annual return | 16.98% | 21.81%-4.8pp | 35.62%-18.6pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $1,671 | $744+124.8% | $1,986-15.8% | $2,032-17.8% |
| Participant deferral / active EE | $4,720 | $2,079+127.0% | $2,958+59.5% | $3,224+46.4% |
| Admin fee / account holder | $4 | $152-97.6% | $5,134-99.9% | $110-96.7% |