Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $81,689 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,159 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,028 | $104,336+64.9% | $159,474+7.9% | $86,821+98.1% |
| Participation rate | 97.4% | 77.7%+19.7pp | 82.8%+14.6pp | 72.3%+25.1pp |
| Annual return | 14.94% | 26.32%-11.4pp | 263.68%-248.7pp | 97.94%-83.0pp |
| Employer contribution / active EE | $3,697 | $3,451+7.1% | $4,831-23.5% | $2,406+53.7% |
| Participant deferral / active EE | $10,369 | $6,837+51.7% | $7,353+41.0% | $4,132+151.0% |
| Admin fee / account holder | $163 | $172-5.3% | $10,802-98.5% | $170-3.8% |