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 Service code 15 · EIN 23-1945930 | Recordkeeping | $6,508 |
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 | $145,023 | $50,956+184.6% | $96,575+50.2% | $86,813+67.1% |
| Participation rate | 90.6% | 65.2%+25.4pp | 69.8%+20.8pp | 72.3%+18.3pp |
| Annual return | 13.14% | 21.27%-8.1pp | 37.79%-24.6pp | 97.93%-84.8pp |
| Employer contribution / active EE | $2,331 | $1,111+109.9% | $2,357-1.1% | $2,406-3.1% |
| Participant deferral / active EE | $7,167 | $2,954+142.6% | $3,849+86.2% | $4,131+73.5% |
| Admin fee / account holder | $12 | $166-92.6% | $6,182-99.8% | $170-92.8% |