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 | $15,899 |
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 | $55,932 | $80,005-30.1% | $140,019-60.1% | $55,727+0.4% |
| Participation rate | 99.2% | 87.0%+12.2pp | 87.5%+11.7pp | 70.9%+28.3pp |
| Annual return | -5.00% | 0.46%-5.5pp | 651.19%-656.2pp | 244.94%-249.9pp |
| Employer contribution / active EE | $8,759 | $3,403+157.4% | $5,605+56.3% | $2,078+321.5% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $33 | $116-71.1% | $10,705-99.7% | $115-71.0% |