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| Provider | Service type | Compensation |
|---|---|---|
HNP CAPITAL LLC2 years Filed as: HNP CAPITAL, LLC Service code 27 100 CHESTNUT STREET · ROCHESTER, NY 14604 | Advisory (Plan) | $26,965 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,636 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,295 | $46,332+187.7% | $143,797-7.3% | $64,824+105.6% |
| Participation rate | 94.6% | 64.2%+30.3pp | 80.3%+14.3pp | 71.5%+23.1pp |
| Annual return | -11.23% | -10.05%-1.2pp | -0.04%-11.2pp | 32.84%-44.1pp |
| Employer contribution / active EE | $5,848 | $1,911+206.0% | $4,952+18.1% | $2,507+133.3% |
| Participant deferral / active EE | $6,994 | $2,647+164.2% | $5,638+24.0% | $4,311+62.2% |
| Admin fee / account holder | $87 | $154-43.3% | $14,679-99.4% | $188-53.5% |