Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,889 |
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 | $48,645 | $88,203-44.8% | $165,100-70.5% | $74,478-34.7% |
| Participation rate | 79.9% | 73.1%+6.7pp | 78.6%+1.2pp | 67.2%+12.6pp |
| Annual return | 15.92% | 17.13%-1.2pp | 70.21%-54.3pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $2,790 | $2,601+7.3% | $4,348-35.8% | $2,626+6.2% |
| Participant deferral / active EE | $5,994 | $4,505+33.1% | $6,035-0.7% | $4,350+37.8% |
| Admin fee / account holder | $33 | $2,235-98.5% | $12,696-99.7% | $1,946-98.3% |