Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $62,006 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,562 | $31,038+240.1% | $65,583+61.0% | $74,473+41.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 65.0%+35.0pp | 70.7%+29.3pp |
| Annual return | 17.28% | 38.60%-21.3pp | 47.46%-30.2pp | 34.36%-17.1pp |
| Employer contribution / active EE | $4,242 | $1,188+257.0% | $1,692+150.6% | $2,638+60.8% |
| Participant deferral / active EE | $8,756 | $2,792+213.6% | $2,833+209.1% | $4,530+93.3% |
| Admin fee / account holder | $82 | $299-72.5% | $4,112-98.0% | $347-76.3% |