Filed January 8, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $157,981 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,751 | $112,582-22.9% | $105,624-17.9% | $200,096-56.6% |
| Participation rate | 99.1% | 86.3%+12.8pp | 75.3%+23.8pp | 72.0%+27.1pp |
| Annual return | 22.07% | 15.58%+6.5pp | 116.20%-94.1pp | 34.26%-12.2pp |
| Employer contribution / active EE | $4,250 | $4,580-7.2% | $3,168+34.2% | $3,038+39.9% |
| Participant deferral / active EE | $9,907 | $6,655+48.9% | $5,013+97.6% | $5,090+94.6% |
| Admin fee / account holder | $79 | $107-26.0% | $10,961-99.3% | $269-70.6% |