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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) | $25,000 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,662 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,812 | $82,163-35.7% | $125,381-57.9% | $64,819-18.5% |
| Participation rate | 82.6% | 77.9%+4.7pp | 82.4%+0.2pp | 71.5%+11.1pp |
| Annual return | -17.40% | 3.49%-20.9pp | 572.31%-589.7pp | 32.84%-50.2pp |
| Employer contribution / active EE | $3,460 | $3,616-4.3% | $4,815-28.2% | $2,507+38.0% |
| Participant deferral / active EE | $9,055 | $7,175+26.2% | $7,448+21.6% | $4,311+110.0% |
| Admin fee / account holder | $100 | $163-38.5% | $10,007-99.0% | $188-46.5% |