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| Provider | Service type | Compensation |
|---|---|---|
EAGLES STRATEGIES, LLC5 years Service code 27 51 MADISON AVE · NEW YORK, NY 10010 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,142 | $84,493-24.1% | $125,381-48.8% | $66,938-4.2% |
| Participation rate | 68.5% | 76.4%-7.9pp | 82.4%-13.9pp | 69.8%-1.3pp |
| Annual return | -16.45% | -8.49%-8.0pp | 572.31%-588.8pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,295 | $3,554-35.4% | $4,815-52.3% | $2,545-9.8% |
| Participant deferral / active EE | $5,220 | $6,783-23.0% | $7,448-29.9% | $4,238+23.2% |
| Admin fee / account holder | $155 | $685-77.4% | $10,007-98.5% | $594-73.9% |