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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,888 |
MJP ASSOCIATES INC.5 years Filed as: MJP WEALTH ADVISORS Service code 27 · EIN 06-1038339 | Advisory (Plan) | $36,425 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,420 | $106,264-51.6% | $147,117-65.0% | $77,762-33.9% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 16.51% | 56.94%-40.4pp | 420.54%-404.0pp | 31.27%-14.8pp |
| Employer contribution / active EE | $4,888 | $4,074+20.0% | $4,932-0.9% | $2,728+79.2% |
| Participant deferral / active EE | $10,045 | $8,003+25.5% | $8,065+24.6% | $4,651+116.0% |
| Admin fee / account holder | $155 | $334-53.8% | $12,993-98.8% | $433-64.3% |