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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $19,052 |
SWERDLIN & COMPANY1 year Filed as: SWERDLIN AND COMPANY Service code 13 5901PEACHTREE, DUNWOODY RD · ATLANTA, GA 30328 | Contract Administrator | $7,980 |
Filed as: NORTHWESTERN MUTUAL Service code 26 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $1,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,962 | $76,112-58.0% | $96,544-66.9% | $71,529-55.3% |
| Participation rate | 63.6% | 74.4%-10.8pp | 76.0%-12.3pp | 67.9%-4.3pp |
| Annual return | 9.99% | 22.80%-12.8pp | 25.88%-15.9pp | 28.97%-19.0pp |
| Employer contribution / active EE | $731 | $2,248-67.5% | $2,966-75.4% | $2,590-71.8% |
| Participant deferral / active EE | $1,713 | $4,217-59.4% | $4,851-64.7% | $4,291-60.1% |
| Admin fee / account holder | $207 | $2,708-92.3% | $8,254-97.5% | $1,588-86.9% |