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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $15,236,441 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,979,836 |
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556949 | Investment Management | $2,915,749 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 13-3180631 | Investment Management | $2,370,662 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 47-1167553 | Investment Management | $2,127,711 |
Filed as: MFS INSTITUTIONAL ADVISORS, INC. Service code 28 · EIN 04-3247425 | Investment Management | $1,922,476 |
Filed as: BARROW HANLEY GLOBAL INVESTORS Service code 28 · EIN 75-2403190 | Investment Management | $1,763,006 |
Service code 21 · EIN 13-5160382 | Bank Trustee | $1,501,335 |
LOOMIS SAYLES2 years Service code 28 · EIN 04-3200030 | Investment Management | $1,319,190 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $979,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,442 | $55,785+142.8% | $96,562+40.3% | $106,520+27.2% |
| Participation rate | 56.5% | 53.4%+3.1pp | 69.8%-13.3pp | 71.3%-14.8pp |
| Annual return | 16.12% | 17.66%-1.5pp | 37.78%-21.7pp | 19.28%-3.2pp |
| Employer contribution / active EE | $1,981 | $1,042+90.1% | $2,356-15.9% | $2,840-30.3% |
| Participant deferral / active EE | $3,660 | $1,782+105.3% | $3,849-4.9% | $4,948-26.0% |
| Admin fee / account holder | $190 | $59+223.6% | $6,181-96.9% | $75+154.7% |