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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Investment Management | $15,627 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 4901 VINELAND RD SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $15,550 |
IBEW LOCAL 56 HEALTH AND WELFARE2+ years Service code 15 · EIN 25-1158956 PO BOX 3326 · ERIE, PA 16508 | Recordkeeping | $15,458 |
MEYER, UNKOVIC & SCOTT2+ years Filed as: MEYER, UNKOVIC, & SCOTT, LLP Service code 29 535 SMITHFIELD STREET, STE 1300 · PITTSBURGH, PA 15222 | Legal | $9,872 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,285 | $58,726+79.3% | $92,240+14.1% | $62,293+69.0% |
| Participation rate | 95.9% | 68.3%+27.5pp | 76.5%+19.4pp | 69.5%+26.3pp |
| Annual return | 15.01% | 43.62%-28.6pp | 176.29%-161.3pp | 28.90%-13.9pp |
| Employer contribution / active EE | $5,461 | $2,392+128.3% | $3,680+48.4% | $2,042+167.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $278 | $556-50.1% | $5,194-94.7% | $479-42.1% |