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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,990 |
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 | $93,883 | $39,819+135.8% | $67,834+38.4% | $57,658+62.8% |
| Participation rate | 97.7% | 61.2%+36.4pp | 68.8%+28.9pp | 70.2%+27.4pp |
| Annual return | 9.41% | 9.19%+0.2pp | 138.47%-129.1pp | 5.13%+4.3pp |
| Employer contribution / active EE | $4,806 | $1,277+276.4% | $2,403+100.0% | $1,974+143.5% |
| Participant deferral / active EE | $4,838 | $2,209+119.0% | $3,160+53.1% | $3,061+58.1% |
| Admin fee / account holder | $43 | $84-48.9% | $4,622-99.1% | $95-54.8% |