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 |
|---|---|---|
MATCH GRADE ADVISORS, LLC6 years Filed as: MATCH GRADE ADVISORS LLC Service code 27 400 PETTIGRU STREET · GREENVILLE, SC 29601 | Advisory (Plan) | $57,002 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,620 |
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 | $108,928 | $101,672+7.1% | $147,117-26.0% | $74,478+46.3% |
| Participation rate | 99.4% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 12.33% | 8757.83%-8745.5pp | 420.54%-408.2pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $3,265 | $3,813-14.4% | $4,932-33.8% | $2,626+24.3% |
| Participant deferral / active EE | $8,090 | $7,305+10.8% | $8,065+0.3% | $4,350+86.0% |
| Admin fee / account holder | $275 | $1,753-84.3% | $12,993-97.9% | $1,946-85.9% |