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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $9,813 |
JM PENSION ADVISORY, INC.2 years Service code 13 · EIN 52-1910770 ONE RESEARCH COURT · ROCKVILLE, MD 20850 | Contract Administrator | $2,940 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,586 | $69,511-47.4% | $94,672-61.4% | $71,529-48.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 18.42% | 29.67%-11.3pp | 156.89%-138.5pp | 28.97%-10.6pp |
| Employer contribution / active EE | $6,294 | $2,853+120.6% | $3,673+71.3% | $2,590+143.0% |
| Participant deferral / active EE | $10,370 | $7,348+41.1% | $7,417+39.8% | $4,291+141.7% |
| Admin fee / account holder | $57 | $1,211-95.3% | $7,222-99.2% | $1,588-96.4% |