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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $116,131 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $458,700-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 2.1%-2.1pp |
| Annual return | 3.83% | 6.45%-2.6pp | 8.61%-4.8pp | 7.65%-3.8pp |
| Employer contribution / active EE | $9,859 | $20,590-52.1% | $33,046-70.2% | $20,582-52.1% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $33,172-100.0% | $193-100.0% |