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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,260 |
AURORA PRIVATE WEALTH INC5 years Service code 27 100 ENTERPRISE DRIVE · ROCKAWAY, NJ 07866 | Advisory (Plan) | $13,115 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,553 | $69,823-57.7% | $76,872-61.6% | $74,460-60.3% |
| Participation rate | 90.6% | 70.0%+20.5pp | 69.6%+21.0pp | 70.7%+19.8pp |
| Annual return | 18.54% | 19.99%-1.4pp | 37.90%-19.4pp | 34.38%-15.8pp |
| Employer contribution / active EE | $4,609 | $2,148+114.6% | $2,533+81.9% | $2,638+74.7% |
| Participant deferral / active EE | $3,082 | $3,558-13.4% | $3,832-19.6% | $4,530-32.0% |
| Admin fee / account holder | $135 | $398-65.9% | $5,476-97.5% | $348-61.0% |