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.1 year Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $6,993 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $2,550 |
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 | $63,748 | $58,264+9.4% | $86,617-26.4% | $71,495-10.8% |
| Participation rate | 90.3% | 65.0%+25.3pp | 71.7%+18.6pp | 67.9%+22.4pp |
| Annual return | 20.86% | 21.63%-0.8pp | 591.91%-571.1pp | 28.85%-8.0pp |
| Employer contribution / active EE | $4,107 | $2,574+59.6% | $3,023+35.8% | $2,589+58.6% |
| Participant deferral / active EE | $8,606 | $3,436+150.5% | $4,437+94.0% | $4,291+100.6% |
| Admin fee / account holder | $17 | $1,057-98.4% | $5,613-99.7% | $1,588-98.9% |