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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $81,396 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP. Service code 27 12 BROAD ST · RED BANK, NJ 07701 | Advisory (Plan) | $29,203 |
QUANTUM STRATEGIES5 years Service code 27 · EIN 47-2819002 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,166 | $46,332-41.4% | $143,797-81.1% | $64,824-58.1% |
| Participation rate | 70.6% | 64.2%+6.4pp | 80.3%-9.7pp | 71.5%-0.8pp |
| Annual return | -13.67% | -10.05%-3.6pp | -0.04%-13.6pp | 32.84%-46.5pp |
| Employer contribution / active EE | $2,022 | $1,911+5.8% | $4,952-59.2% | $2,507-19.4% |
| Participant deferral / active EE | $1,543 | $2,647-41.7% | $5,638-72.6% | $4,311-64.2% |
| Admin fee / account holder | $231 | $154+50.0% | $14,679-98.4% | $188+22.9% |