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| Provider | Service type | Compensation |
|---|---|---|
VALUE CONSULTING GROUP3 years Filed as: VALUE MANAGEMENT INC Service code 28 · EIN 23-2639318 | Investment Management | $66,792 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,537 | $66,486+168.5% | $81,370+119.4% | $77,762+129.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 31.83% | 15.95%+15.9pp | 24.85%+7.0pp | 31.27%+0.6pp |
| Employer contribution / active EE | $5,005 | $2,158+132.0% | $2,464+103.1% | $2,728+83.5% |
| Participant deferral / active EE | $0 | $3,677-100.0% | $3,885-100.0% | $4,651-100.0% |
| Admin fee / account holder | $69 | $586-88.2% | $5,749-98.8% | $433-84.0% |