Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,655 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,116 | $46,360+320.9% | $147,618+32.2% | $52,331+272.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 2.44% | 1.62%+0.8pp | 61.98%-59.5pp | 4.54%-2.1pp |
| Employer contribution / active EE | $7,582 | $2,126+256.6% | $5,565+36.2% | $1,882+302.9% |
| Participant deferral / active EE | $6,609 | $2,258+192.7% | $4,895+35.0% | $3,022+118.7% |
| Admin fee / account holder | $5 | $766-99.3% | $11,612-100.0% | $592-99.1% |