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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN FINANCIAL ADVISORS Service code 27 · EIN 35-1151034 | Advisory (Plan) | $7,692 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,403 |
RETIREWELL ADMINISTRATORS5 years Filed as: RETIREWELL ADMINISTRATORS, INC. Service code 17 · EIN 81-3429076 1002 LINCOLN DR W, SUITE H · MARLTON, NJ 08053 | Pension Consulting | $2,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,331 | $55,470-50.7% | $155,556-82.4% | $74,478-63.3% |
| Participation rate | 77.8% | 61.9%+15.9pp | 78.2%-0.4pp | 67.2%+10.6pp |
| Annual return | 9.71% | 269.80%-260.1pp | 64.84%-55.1pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $1,504 | $2,267-33.7% | $4,675-67.8% | $2,626-42.8% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $61 | $1,744-96.5% | $15,885-99.6% | $1,946-96.9% |