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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $77,717 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $43,080 |
MOSS ADAMS LLP1 year Service code 99 · EIN 91-0189318 | Other Fees | $13,850 |
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 | $42,641 | $57,103-25.3% | $87,502-51.3% | $57,658-26.0% |
| Participation rate | 99.1% | 64.3%+34.8pp | 73.8%+25.3pp | 70.2%+28.9pp |
| Annual return | 16.41% | 12.71%+3.7pp | 12.21%+4.2pp | 5.13%+11.3pp |
| Employer contribution / active EE | $3,233 | $1,107+192.0% | $2,550+26.8% | $1,974+63.8% |
| Participant deferral / active EE | $8,831 | $2,250+292.5% | $3,149+180.5% | $3,061+188.5% |
| Admin fee / account holder | $136 | $281-51.7% | $4,221-96.8% | $95+43.4% |