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| Provider | Service type | Compensation |
|---|---|---|
EAGLES STRATEGIES, LLC4 years Service code 27 51 MADISON AVE · NEW YORK, NY 10010 | Advisory (Plan) | $17,263 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,006 |
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 | $76,030 | $104,479-27.2% | $159,474-52.3% | $79,391-4.2% |
| Participation rate | 70.9% | 76.6%-5.8pp | 82.8%-12.0pp | 70.7%+0.2pp |
| Annual return | 13.43% | 67.98%-54.5pp | 263.68%-250.2pp | 116.88%-103.5pp |
| Employer contribution / active EE | $2,379 | $3,417-30.4% | $4,831-50.8% | $2,428-2.0% |
| Participant deferral / active EE | $5,640 | $6,468-12.8% | $7,353-23.3% | $4,046+39.4% |
| Admin fee / account holder | $145 | $711-79.6% | $10,802-98.7% | $627-76.9% |