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| Provider | Service type | Compensation |
|---|---|---|
H BECK INC1 year Filed as: H. BECK, INC Service code 27 6600 ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Advisory (Plan) | $10,530 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $9,689 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,645 | $74,089-62.7% | $133,975-79.4% | $55,167-49.9% |
| Participation rate | 92.2% | 84.3%+7.9pp | 87.1%+5.1pp | 69.0%+23.2pp |
| Annual return | 6.46% | 12.11%-5.7pp | 29.29%-22.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $98 | $3,064-96.8% | $5,211-98.1% | $1,963-95.0% |
| Participant deferral / active EE | $2,490 | $4,678-46.8% | $6,282-60.4% | $3,054-18.5% |
| Admin fee / account holder | $88 | $458-80.7% | $9,324-99.1% | $504-82.5% |