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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,492 |
AURORA PRIVATE WEALTH INC4 years Service code 27 100 ENTERPRISE DRIVE · ROCKAWAY, NJ 07866 | Advisory (Plan) | $11,589 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,014 | $50,199-56.1% | $69,884-68.5% | $66,938-67.1% |
| Participation rate | 92.3% | 66.3%+25.9pp | 70.5%+21.8pp | 69.8%+22.5pp |
| Annual return | -16.46% | -13.85%-2.6pp | 190.81%-207.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $3,396 | $1,864+82.2% | $2,560+32.7% | $2,545+33.4% |
| Participant deferral / active EE | $3,040 | $3,112-2.3% | $3,848-21.0% | $4,238-28.3% |
| Admin fee / account holder | $134 | $600-77.7% | $6,266-97.9% | $594-77.5% |