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| Provider | Service type | Compensation |
|---|---|---|
EAGLES STRATEGIES, LLC7 years Service code 27 51 MADISON AVE · NEW YORK, NY 10010 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,080 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,248 | $102,382-15.8% | $147,005-41.3% | $80,874+6.6% |
| Participation rate | 74.5% | 75.8%-1.4pp | 82.2%-7.7pp | 67.6%+6.8pp |
| Annual return | 14.13% | 134.89%-120.8pp | 418.76%-404.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $2,585 | $3,715-30.4% | $4,934-47.6% | $2,756-6.2% |
| Participant deferral / active EE | $5,728 | $6,646-13.8% | $8,070-29.0% | $4,297+33.3% |
| Admin fee / account holder | $158 | $7,942-98.0% | $13,006-98.8% | $6,935-97.7% |