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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $41,103 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,678 |
VERUS2 years Service code 16 · EIN 91-1320111 | Consulting | $5,055 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,040 | $34,634+275.5% | $77,096+68.7% | $64,819+100.6% |
| Participation rate | 90.9% | 49.8%+41.1pp | 67.9%+23.0pp | 71.5%+19.4pp |
| Annual return | -15.44% | -5.31%-10.1pp | 42.35%-57.8pp | 32.84%-48.3pp |
| Employer contribution / active EE | $2,613 | $1,385+88.7% | $2,814-7.1% | $2,507+4.3% |
| Participant deferral / active EE | $4,141 | $2,553+62.2% | $4,429-6.5% | $4,311-4.0% |
| Admin fee / account holder | $204 | $178+14.3% | $5,428-96.2% | $188+8.5% |