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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $772,825 |
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2384414 | Consulting | $98,385 |
PLANTE & MORAN, PLLC10+ years Service code 10 · EIN 33-1498605 | Accounting | $36,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $80,810 | $244,991-67.0% | $105,624-23.5% | $106,553-24.2% |
| Participation rate | 73.9% | 88.4%-14.5pp | 75.3%-1.4pp | 69.8%+4.1pp |
| Annual return | 11.64% | 13.48%-1.8pp | 116.20%-104.6pp | 17.37%-5.7pp |
| Employer contribution / active EE | $2,972 | $8,816-66.3% | $3,168-6.2% | $3,359-11.5% |
| Participant deferral / active EE | $3,687 | $11,442-67.8% | $5,013-26.4% | $5,562-33.7% |
| Admin fee / account holder | $70 | $88-19.9% | $10,961-99.4% | $80-11.5% |