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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 11250 ROGER BACON DRIVE · RESTON, VA 20190 | Advisory (Plan) | $29,120 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,057 |
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 | $60,059 | $66,813-10.1% | $100,528-40.3% | $73,493-18.3% |
| Participation rate | 84.1% | 77.5%+6.7pp | 79.4%+4.7pp | 70.7%+13.5pp |
| Annual return | 22.05% | 25.70%-3.7pp | 30.90%-8.9pp | 28.51%-6.5pp |
| Employer contribution / active EE | $1,861 | $2,147-13.3% | $3,419-45.6% | $2,270-18.0% |
| Participant deferral / active EE | $11,539 | $5,883+96.1% | $6,271+84.0% | $3,740+208.5% |
| Admin fee / account holder | $191 | $512-62.7% | $8,084-97.6% | $513-62.8% |