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| Provider | Service type | Compensation |
|---|---|---|
MJP ASSOCIATES INC.4 years Filed as: MJP WEALTH ADVISORS Service code 27 · EIN 06-1038339 | Advisory (Plan) | $42,558 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,414 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,315 | $95,438-54.6% | $135,982-68.1% | $74,473-41.8% |
| Participation rate | 95.2% | 78.2%+17.0pp | 81.9%+13.2pp | 70.7%+24.4pp |
| Annual return | 30.27% | 32.61%-2.3pp | 68.32%-38.1pp | 34.36%-4.1pp |
| Employer contribution / active EE | $4,305 | $3,878+11.0% | $4,859-11.4% | $2,638+63.2% |
| Participant deferral / active EE | $9,012 | $7,790+15.7% | $7,760+16.1% | $4,530+98.9% |
| Admin fee / account holder | $174 | $259-32.7% | $10,767-98.4% | $347-49.8% |