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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP4 years Filed as: PENSION AND WEALTH MANAGEMENT ADVIS Service code 27 800 SOUTH STREET · WALTHAM, MA 02453 | Advisory (Plan) | $17,919 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,279 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,638 | $81,358-46.4% | $155,556-71.9% | $80,959-46.1% |
| Participation rate | 88.1% | 66.3%+21.8pp | 78.2%+9.9pp | 67.7%+20.4pp |
| Annual return | 11.42% | 33.39%-22.0pp | 64.84%-53.4pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,863 | $3,106-40.0% | $4,675-60.2% | $2,757-32.4% |
| Participant deferral / active EE | $4,913 | $3,455+42.2% | $5,631-12.7% | $4,300+14.2% |
| Admin fee / account holder | $232 | $7,994-97.1% | $15,885-98.5% | $6,925-96.7% |