Filed December 5, 2024
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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,704 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,930 | $69,708+33.3% | $67,560+37.6% | $74,478+24.8% |
| Participation rate | 97.5% | 71.4%+26.1pp | 72.9%+24.6pp | 67.2%+30.3pp |
| Annual return | 52.38% | -40.67%+93.1pp | 3533.50%-3481.1pp | 1370.56%-1318.2pp |
| Employer contribution / active EE | $4,641 | $2,715+70.9% | $2,737+69.6% | $2,626+76.7% |
| Participant deferral / active EE | $4,644 | $3,637+27.7% | $4,004+16.0% | $4,350+6.7% |
| Admin fee / account holder | $16 | $887-98.2% | $3,994-99.6% | $1,946-99.2% |