Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $158,423 |
AMERICAN FUNDS2+ years Filed as: NEWPORT CAPITAL GROUP Service code 26 · EIN 37-6572947 | Advisory (Participants) | $104,594 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $43,865 |
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 | $138,703 | $122,128+13.6% | $147,117-5.7% | $200,096-30.7% |
| Participation rate | 98.1% | 78.2%+20.0pp | 82.2%+15.9pp | 72.0%+26.1pp |
| Annual return | 15.89% | 30.58%-14.7pp | 420.54%-404.6pp | 34.26%-18.4pp |
| Employer contribution / active EE | $2,618 | $4,093-36.0% | $4,932-46.9% | $3,038-13.8% |
| Participant deferral / active EE | $9,951 | $8,484+17.3% | $8,065+23.4% | $5,090+95.5% |
| Admin fee / account holder | $127 | $180-29.3% | $12,993-99.0% | $269-52.9% |