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: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $777,187 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $652,057 |
LCG ASSOCIATES, INC.4 years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $29,000 |
GARY A NAGLER PLLC5 years Service code 29 · EIN 76-0622745 | Legal | $18,910 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,808 | $225,491-42.4% | $98,462+31.8% | $96,393+34.7% |
| Participation rate | 96.5% | 87.3%+9.2pp | 75.2%+21.3pp | 71.3%+25.2pp |
| Annual return | 18.53% | 19.53%-1.0pp | 21.20%-2.7pp | 22.88%-4.3pp |
| Employer contribution / active EE | $8,579 | $8,386+2.3% | $3,049+181.4% | $3,239+164.9% |
| Participant deferral / active EE | $6,830 | $10,872-37.2% | $4,738+44.1% | $5,455+25.2% |
| Admin fee / account holder | $102 | $87+17.4% | $8,875-98.8% | $74+38.3% |