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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,243 |
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 | $56,314 | $90,064-37.5% | $100,378-43.9% | $77,714-27.5% |
| Participation rate | 91.8% | 81.3%+10.5pp | 81.5%+10.3pp | 70.6%+21.2pp |
| Annual return | 15.20% | 20.61%-5.4pp | 49.41%-34.2pp | 31.26%-16.1pp |
| Employer contribution / active EE | $1,463 | $3,043-51.9% | $3,942-62.9% | $2,727-46.4% |
| Participant deferral / active EE | $11,553 | $8,282+39.5% | $8,087+42.9% | $4,649+148.5% |
| Admin fee / account holder | $52 | $172-69.6% | $7,899-99.3% | $433-87.9% |