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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $10,932 |
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 4604 H PINECREST OFFICE PARK DR · ALEXANDRIA, VA 22312 | Advisory (Plan) | $6,094 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,272 | $80,753-61.3% | $136,298-77.1% | $62,293-49.8% |
| Participation rate | 71.8% | 73.5%-1.7pp | 81.9%-10.1pp | 69.5%+2.3pp |
| Annual return | 23.67% | 35.83%-12.2pp | 5156.27%-5132.6pp | 28.90%-5.2pp |
| Employer contribution / active EE | $1,992 | $2,884-30.9% | $4,696-57.6% | $2,042-2.4% |
| Participant deferral / active EE | $7,233 | $5,164+40.1% | $6,247+15.8% | $3,169+128.2% |
| Admin fee / account holder | $95 | $525-81.9% | $9,244-99.0% | $479-80.2% |