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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 | $102,422-15.8% | $147,117-41.4% | $80,959+6.5% |
| Participation rate | 74.5% | 75.9%-1.4pp | 82.2%-7.7pp | 67.7%+6.8pp |
| Annual return | 14.13% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $2,585 | $3,717-30.4% | $4,932-47.6% | $2,757-6.2% |
| Participant deferral / active EE | $5,728 | $6,652-13.9% | $8,065-29.0% | $4,300+33.2% |
| Admin fee / account holder | $158 | $7,953-98.0% | $12,993-98.8% | $6,925-97.7% |