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| Provider | Service type | Compensation |
|---|---|---|
VSM WEALTH ADVISORY, LLC2 years Service code 27 11350 MCCORMICK RD. EP 1, STE 300 · HUNT VALLEY, MD 21031 | Advisory (Plan) | $20,326 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $760 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,090 | $81,487+112.4% | $102,412+69.0% | $80,935+113.9% |
| Participation rate | 97.3% | 66.8%+30.4pp | 74.5%+22.8pp | 67.7%+29.6pp |
| Annual return | 12.49% | 25.60%-13.1pp | 24.94%-12.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $8,736 | $3,103+181.5% | $3,870+125.7% | $2,757+216.9% |
| Participant deferral / active EE | $9,874 | $3,871+155.1% | $5,060+95.1% | $4,299+129.6% |
| Admin fee / account holder | $193 | $6,717-97.1% | $8,388-97.7% | $6,924-97.2% |