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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,984 |
PENSION ASSURANCE LLP1 year Filed as: PENSION AND WEALTH MANAGEMENT ADVIS Service code 27 800 SOUTH STREET · WALTHAM, MA 02453 | Advisory (Plan) | $11,799 |
TRILOGY CAPITAL INC3 years Service code 27 · EIN 47-5581477 | Advisory (Plan) | $4,441 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,772 | $61,166-41.5% | $185,849-80.8% | $79,391-54.9% |
| Participation rate | 81.3% | 66.6%+14.7pp | 81.7%-0.4pp | 70.7%+10.6pp |
| Annual return | 11.47% | 19.45%-8.0pp | 122.10%-110.6pp | 116.88%-105.4pp |
| Employer contribution / active EE | $1,618 | $2,321-30.3% | $5,169-68.7% | $2,428-33.3% |
| Participant deferral / active EE | $2,979 | $2,789+6.8% | $5,569-46.5% | $4,046-26.4% |
| Admin fee / account holder | $201 | $710-71.6% | $16,244-98.8% | $627-67.8% |