| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,534,130 |
COLUMBIA1 year Filed as: COLUMBIA THREADNEEDLE Service code 28 · EIN 13-3180631 | Investment Management | $1,204,106 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556949 | Investment Management | $1,186,173 |
BUCK GLOBAL, LLC1 year Service code 17 · EIN 13-3954297 | Pension Consulting | $1,099,766 |
Filed as: COLUMBUS CIRCLE Service code 28 · EIN 06-1404803 | Investment Management | $1,045,891 |
Service code 28 · EIN 75-2403190 | Investment Management | $882,757 |
WELLS FARGO BANK, N.A.1 year Filed as: GALLIARD CAPITAL Service code 28 · EIN 41-1813702 | Investment Management | $843,424 |
Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $696,598 |
SAPIENCE INVESTMENTS3 years Service code 28 · EIN 81-2060843 | Investment Management | $389,292 |
Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $194,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,982 | $100,179-3.2% | $84,029+15.4% | $89,609+8.2% |
| Participation rate | 49.3% | 54.1%-4.8pp | 69.0%-19.7pp | 69.6%-20.3pp |
| Annual return | 22.47% | 22.50%0pp | 71.32%-48.9pp | 33.65%-11.2pp |
| Employer contribution / active EE | $1,479 | $816+81.2% | $1,984-25.4% | $2,584-42.8% |
| Participant deferral / active EE | $2,618 | $1,459+79.4% | $3,239-19.2% | $4,222-38.0% |
| Admin fee / account holder | $135 | $72+86.7% | $6,102-97.8% | $72+88.0% |