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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RITHOLTZ WEALTH MANAGEMENT Service code 27 24 WEST 40TH ST · NEW YORK, NY 10018 | Advisory (Plan) | $7,221 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,251 | $78,423-49.9% | $95,964-59.1% | $79,856-50.8% |
| Participation rate | 25.0% | 73.5%-48.5pp | 77.1%-52.1pp | 69.6%-44.6pp |
| Annual return | 10.32% | 19.37%-9.1pp | 91.64%-81.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,080 | $1,945-44.5% | $2,541-57.5% | $2,471-56.3% |
| Participant deferral / active EE | $1,871 | $3,440-45.6% | $4,167-55.1% | $3,741-50.0% |
| Admin fee / account holder | $193 | $5,622-96.6% | $6,797-97.2% | $5,306-96.4% |