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| Provider | Service type | Compensation |
|---|---|---|
EAGLES STRATEGIES, LLC7 years Service code 27 51 MADISON AVE · NEW YORK, NY 10010 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,080 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,248 | $102,429-15.8% | $147,096-41.4% | $80,925+6.6% |
| Participation rate | 74.5% | 75.9%-1.4pp | 82.2%-7.7pp | 67.7%+6.8pp |
| Annual return | 14.13% | 135.02%-120.9pp | 419.75%-405.6pp | 35.65%-21.5pp |
| Employer contribution / active EE | $2,585 | $3,716-30.4% | $4,936-47.6% | $2,756-6.2% |
| Participant deferral / active EE | $5,728 | $6,649-13.9% | $8,071-29.0% | $4,299+33.2% |
| Admin fee / account holder | $158 | $7,957-98.0% | $13,005-98.8% | $6,940-97.7% |