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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,931 |
RETIREWELL ADMINISTRATORS3 years Filed as: RETIREWELL ADMINISTRATORS, INC. Service code 17 · EIN 81-3429076 1002 LINCOLN DR W, SUITE H · MARLTON, NJ 08053 | Pension Consulting | $3,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,663 | $65,083-60.6% | $143,788-82.2% | $66,930-61.7% |
| Participation rate | 55.4% | 65.2%-9.8pp | 80.3%-24.9pp | 69.8%-14.4pp |
| Annual return | -13.95% | -11.13%-2.8pp | -0.03%-13.9pp | 1.57%-15.5pp |
| Employer contribution / active EE | $1,120 | $2,361-52.6% | $4,952-77.4% | $2,545-56.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $71 | $502-85.8% | $14,675-99.5% | $593-88.0% |