Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,905 |
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 | $45,115 | $76,112-40.7% | $96,534-53.3% | $71,511-36.9% |
| Participation rate | 93.4% | 74.4%+19.0pp | 76.0%+17.4pp | 67.9%+25.5pp |
| Annual return | 18.68% | 22.81%-4.1pp | 25.88%-7.2pp | 28.86%-10.2pp |
| Employer contribution / active EE | $1,813 | $2,248-19.4% | $2,965-38.9% | $2,589-30.0% |
| Participant deferral / active EE | $5,696 | $4,217+35.1% | $4,851+17.4% | $4,291+32.7% |
| Admin fee / account holder | $16 | $2,708-99.4% | $8,253-99.8% | $1,588-99.0% |