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.2 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $4,185 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $2,805 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,053 | $60,305+26.1% | $81,780-7.0% | $74,400+2.2% |
| Participation rate | 89.7% | 62.9%+26.9pp | 72.4%+17.4pp | 67.2%+22.5pp |
| Annual return | 20.34% | 16.89%+3.5pp | 776.27%-755.9pp | 1367.51%-1347.2pp |
| Employer contribution / active EE | $3,881 | $2,623+48.0% | $2,914+33.2% | $2,624+47.9% |
| Participant deferral / active EE | $9,662 | $3,390+185.0% | $4,321+123.6% | $4,348+122.2% |
| Admin fee / account holder | $0 | $1,484-100.0% | $7,384-100.0% | $1,944-100.0% |