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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,882 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $322,545 | $73,102+341.2% | $123,553+161.1% | $56,289+473.0% |
| Participation rate | 84.7% | 74.3%+10.3pp | 82.3%+2.4pp | 69.9%+14.8pp |
| Annual return | -4.94% | 3.01%-7.9pp | 119.21%-124.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $16,332 | $2,977+448.6% | $4,628+252.9% | $2,111+673.6% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $58 | $554-89.4% | $9,284-99.4% | $521-88.8% |