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| Provider | Service type | Compensation |
|---|---|---|
EAGLES STRATEGIES, LLC6 years Service code 27 51 MADISON AVE · NEW YORK, NY 10010 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $730 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,933 | $91,439-14.8% | $135,974-42.7% | $71,511+9.0% |
| Participation rate | 75.2% | 75.7%-0.4pp | 81.9%-6.7pp | 67.9%+7.3pp |
| Annual return | 18.74% | 29.90%-11.2pp | 68.30%-49.6pp | 28.86%-10.1pp |
| Employer contribution / active EE | $2,424 | $3,705-34.6% | $4,859-50.1% | $2,589-6.4% |
| Participant deferral / active EE | $5,256 | $7,093-25.9% | $7,760-32.3% | $4,291+22.5% |
| Admin fee / account holder | $154 | $1,267-87.9% | $10,767-98.6% | $1,588-90.3% |