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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 | $79,169-46.5% | $100,415-57.8% | $74,478-43.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 16.63% | 20.51%-3.9pp | 49.47%-32.8pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $4,162 | $3,017+37.9% | $3,943+5.6% | $2,626+58.5% |
| Participant deferral / active EE | $8,863 | $7,751+14.4% | $8,091+9.5% | $4,350+103.7% |
| Admin fee / account holder | $55 | $1,337-95.9% | $7,906-99.3% | $1,946-97.2% |