Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,224 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,952 |
Service code 99 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,060,950 | $81,358+1204.0% | $155,556+582.0% | $80,959+1210.5% |
| Participation rate | 93.0% | 66.3%+26.8pp | 78.2%+14.8pp | 67.7%+25.4pp |
| Annual return | 12.85% | 33.39%-20.5pp | 64.84%-52.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $24,846 | $3,106+699.9% | $4,675+431.4% | $2,757+801.2% |
| Participant deferral / active EE | $17,142 | $3,455+396.1% | $5,631+204.4% | $4,300+298.6% |
| Admin fee / account holder | $355 | $7,994-95.6% | $15,885-97.8% | $6,925-94.9% |