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 |
|---|---|---|
M GROUP INVESTMENT ADVISOR7 years Service code 27 · EIN 45-3838296 | Advisory (Plan) | $53,052 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,922 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,135 | $102,661+16.0% | $151,628-21.4% | $66,930+78.0% |
| Participation rate | 87.4% | 85.5%+1.9pp | 87.5%-0.1pp | 69.8%+17.6pp |
| Annual return | -16.59% | -10.81%-5.8pp | 3.34%-19.9pp | 1.57%-18.2pp |
| Employer contribution / active EE | $2,459 | $4,184-41.2% | $6,165-60.1% | $2,545-3.4% |
| Participant deferral / active EE | $8,773 | $6,645+32.0% | $8,363+4.9% | $4,238+107.0% |
| Admin fee / account holder | $544 | $630-13.8% | $11,613-95.3% | $593-8.4% |