Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EAGLES STRATEGIES, LLC1 year Service code 27 51 MADISON AVE · NEW YORK, NY 10010 | Advisory (Plan) | $15,300 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,032 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,597 | $73,102-34.9% | $123,553-61.5% | $56,289-15.4% |
| Participation rate | 77.3% | 74.3%+3.0pp | 82.3%-5.0pp | 69.9%+7.5pp |
| Annual return | -1.93% | 3.01%-4.9pp | 119.21%-121.1pp | -9.96%+8.0pp |
| Employer contribution / active EE | $2,578 | $2,977-13.4% | $4,628-44.3% | $2,111+22.1% |
| Participant deferral / active EE | $5,868 | $5,423+8.2% | $6,426-8.7% | $3,350+75.2% |
| Admin fee / account holder | $125 | $554-77.5% | $9,284-98.7% | $521-76.1% |