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| Provider | Service type | Compensation |
|---|---|---|
EAGLES STRATEGIES, LLC3 years Service code 27 51 MADISON AVE · NEW YORK, NY 10010 | Advisory (Plan) | $15,300 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,746 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,261 | $99,957-29.7% | $149,745-53.1% | $73,497-4.4% |
| Participation rate | 72.3% | 75.7%-3.4pp | 82.5%-10.2pp | 70.7%+1.6pp |
| Annual return | 13.53% | 53.87%-40.3pp | 276.72%-263.2pp | 28.51%-15.0pp |
| Employer contribution / active EE | $2,123 | $3,191-33.5% | $4,646-54.3% | $2,270-6.5% |
| Participant deferral / active EE | $5,251 | $6,073-13.5% | $6,843-23.3% | $3,740+40.4% |
| Admin fee / account holder | $139 | $551-74.8% | $9,312-98.5% | $513-73.0% |