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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP Service code 64 · EIN 23-1945930 POST OFFICE BOX 1110 · VALLEY FORGE, PA 194821110 | Recordkeeping Fees | $11,396 |
JM PENSION ADVISORY, INC.3 years Service code 13 · EIN 52-1910770 ONE RESEARCH COURT · ROCKVILLE, MD 20850 | Contract Administrator | $1,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,331 | $78,976-46.4% | $100,383-57.8% | $74,546-43.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 16.63% | 20.62%-4.0pp | 49.26%-32.6pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $4,162 | $3,019+37.9% | $3,944+5.5% | $2,624+58.6% |
| Participant deferral / active EE | $8,863 | $7,758+14.3% | $8,086+9.6% | $4,347+103.9% |
| Admin fee / account holder | $55 | $1,330-95.9% | $7,900-99.3% | $1,944-97.2% |