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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,751 |
Filed as: RETIREWELL ADMINISTRATORS, INC. Service code 17 · EIN 81-3429076 1002 LINCOLN DR W, SUITE H · MARLTON, NJ 08053 | Pension Consulting | $2,007 |
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 | $31,912 | $58,888-45.8% | $178,499-82.1% | $73,493-56.6% |
| Participation rate | 80.9% | 66.2%+14.6pp | 81.9%-1.1pp | 70.7%+10.2pp |
| Annual return | 12.86% | 24.86%-12.0pp | 151.10%-138.2pp | 28.51%-15.7pp |
| Employer contribution / active EE | $7,042 | $2,236+214.9% | $5,011+40.5% | $2,270+210.2% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $64 | $400-84.1% | $13,986-99.5% | $513-87.6% |