| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $15,954,978 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,431,119 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS INSTITUTIONAL ADVISORS, INC. Service code 28 · EIN 04-3247425 | Investment Management | $3,108,605 |
COLUMBIA4 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 13-3180631 | Investment Management | $2,750,323 |
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556949 | Investment Management | $2,686,542 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 47-1167553 | Investment Management | $2,481,639 |
Filed as: BARROW HANLEY GLOBAL INVESTORS Service code 28 · EIN 75-2403190 | Investment Management | $1,978,364 |
THE BANK OF NEW YORK MELLON4 years Service code 21 · EIN 13-5160382 | Bank Trustee | $1,526,366 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $1,405,760 |
SNYDER CAPITAL MANAGEMENT4 years Filed as: SNYDER CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 04-3370184 | Investment Management | $1,209,270 |
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 | $130,456 | $57,150+128.3% | $93,727+39.2% | $106,553+22.4% |
| Participation rate | 50.5% | 49.1%+1.4pp | 68.7%-18.2pp | 69.8%-19.3pp |
| Annual return | 12.24% | 15.81%-3.6pp | 133.83%-121.6pp | 17.37%-5.1pp |
| Employer contribution / active EE | $1,778 | $1,015+75.2% | $2,421-26.6% | $3,359-47.1% |
| Participant deferral / active EE | $3,517 | $1,853+89.8% | $4,417-20.4% | $5,562-36.8% |
| Admin fee / account holder | $190 | $64+195.6% | $8,292-97.7% | $80+138.8% |