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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 | $106,247-51.6% | $147,096-65.0% | $77,714-33.8% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 16.51% | 56.87%-40.4pp | 419.75%-403.2pp | 31.26%-14.7pp |
| Employer contribution / active EE | $4,888 | $4,069+20.1% | $4,936-1.0% | $2,727+79.3% |
| Participant deferral / active EE | $10,045 | $7,996+25.6% | $8,071+24.5% | $4,649+116.1% |
| Admin fee / account holder | $155 | $338-54.3% | $13,005-98.8% | $433-64.3% |