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| Provider | Service type | Compensation |
|---|---|---|
MJP ASSOCIATES INC.3 years Filed as: MJP WEALTH ADVISORS Service code 27 · EIN 06-1038339 | Advisory (Plan) | $35,233 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,701 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,297 | $82,188-58.3% | $125,391-72.6% | $64,824-47.1% |
| Participation rate | 96.6% | 77.9%+18.7pp | 82.4%+14.3pp | 71.5%+25.2pp |
| Annual return | -16.69% | 3.50%-20.2pp | 572.41%-589.1pp | 32.84%-49.5pp |
| Employer contribution / active EE | $4,091 | $3,617+13.1% | $4,816-15.1% | $2,507+63.2% |
| Participant deferral / active EE | $8,329 | $7,177+16.1% | $7,448+11.8% | $4,311+93.2% |
| Admin fee / account holder | $143 | $163-12.6% | $10,009-98.6% | $188-24.0% |