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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,608 |
BRYAN CAVE LLP2 years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $6,292 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,831 | $77,460+221.2% | $100,378+147.9% | $80,925+207.5% |
| Participation rate | 40.7% | 76.9%-36.2pp | 81.5%-40.8pp | 67.7%-26.9pp |
| Annual return | 10.42% | 37.24%-26.8pp | 49.41%-39.0pp | 35.65%-25.2pp |
| Employer contribution / active EE | $519 | $2,801-81.5% | $3,942-86.8% | $2,756-81.2% |
| Participant deferral / active EE | $8,312 | $6,818+21.9% | $8,087+2.8% | $4,299+93.4% |
| Admin fee / account holder | $172 | $5,887-97.1% | $7,899-97.8% | $6,940-97.5% |