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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,235 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,587 | $43,423-20.3% | $78,676-56.0% | $55,167-37.3% |
| Participation rate | 44.7% | 68.0%-23.3pp | 73.6%-28.9pp | 69.0%-24.3pp |
| Annual return | 10.15% | 11.53%-1.4pp | 62.19%-52.0pp | 169.23%-159.1pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,664 | $2,509-33.7% | $3,517-52.7% | $3,054-45.5% |
| Admin fee / account holder | $21 | $416-95.0% | $4,510-99.5% | $504-95.9% |