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| Provider | Service type | Compensation |
|---|---|---|
JONES & CO1 year Service code 50 110 N SECOND ST · POTTSVILLE, PA 17901 | Direct Payment | $21,000 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,655 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,900 | $61,356+178.5% | $149,696+14.2% | $71,511+139.0% |
| Participation rate | 92.5% | 62.5%+30.0pp | 78.8%+13.8pp | 67.9%+24.6pp |
| Annual return | 19.53% | 35.86%-16.3pp | 134.46%-114.9pp | 28.86%-9.3pp |
| Employer contribution / active EE | $6,583 | $2,382+176.4% | $4,821+36.6% | $2,589+154.2% |
| Participant deferral / active EE | $5,401 | $2,920+85.0% | $5,682-4.9% | $4,291+25.9% |
| Admin fee / account holder | $74 | $1,263-94.1% | $13,212-99.4% | $1,588-95.3% |