| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $14,920,764 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,636,591 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS INSTITUTIONAL ADVISORS, INC. Service code 28 · EIN 04-3247425 | Investment Management | $2,596,301 |
COLUMBIA3 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 13-3180631 | Investment Management | $2,267,446 |
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556949 | Investment Management | $2,266,926 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 47-1167553 | Investment Management | $2,115,291 |
Filed as: BARROW HANLEY GLOBAL INVESTORS Service code 28 · EIN 75-2403190 | Investment Management | $1,638,379 |
THE BANK OF NEW YORK MELLON3 years Service code 21 · EIN 13-5160382 | Bank Trustee | $1,438,549 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $1,246,749 |
SNYDER CAPITAL MANAGEMENT3 years Filed as: SNYDER CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 04-3370184 | Investment Management | $1,118,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,373 | $53,531+130.5% | $86,251+43.0% | $96,393+28.0% |
| Participation rate | 65.3% | 53.4%+11.9pp | 69.0%-3.7pp | 71.3%-6.0pp |
| Annual return | 15.17% | 20.51%-5.3pp | 1170.54%-1155.4pp | 22.88%-7.7pp |
| Employer contribution / active EE | $2,353 | $1,158+103.1% | $2,381-1.2% | $3,239-27.3% |
| Participant deferral / active EE | $4,541 | $1,965+131.1% | $3,987+13.9% | $5,455-16.7% |
| Admin fee / account holder | $190 | $55+243.5% | $6,857-97.2% | $74+157.8% |