| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,570,299 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,501,866 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 47-1167553 | Investment Management | $2,066,224 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS INSTITUTIONAL ADVISORS, INC. Service code 28 · EIN 04-3247425 | Investment Management | $2,037,583 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 13-3180631 | Investment Management | $1,893,299 |
Filed as: BARROW HANLEY GLOBAL INVESTORS Service code 28 · EIN 75-2403190 | Investment Management | $1,636,635 |
THE BANK OF NEW YORK MELLON2 years Service code 21 · EIN 13-5160382 | Bank Trustee | $1,398,297 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $1,208,701 |
SAPIENCE INVESTMENTS6 years Service code 28 · EIN 81-2060843 | Investment Management | $1,039,772 |
INVESCO3 years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $1,017,647 |
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 | $108,421 | $47,540+128.1% | $79,591+36.2% | $89,433+21.2% |
| Participation rate | 60.0% | 54.9%+5.1pp | 69.5%-9.5pp | 71.3%-11.3pp |
| Annual return | -15.32% | -8.05%-7.3pp | 0.18%-15.5pp | -11.88%-3.4pp |
| Employer contribution / active EE | $2,034 | $1,122+81.3% | $2,413-15.7% | $3,021-32.7% |
| Participant deferral / active EE | $3,924 | $1,961+100.1% | $3,986-1.5% | $5,125-23.4% |
| Admin fee / account holder | $168 | $59+187.7% | $6,815-97.5% | $79+112.2% |