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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 13 455 DEVON PARK DRIVE · WAYNE, PA 19087 | Contract Administrator | $10,681 |
Filed as: AMERIPRISE Service code 13 530 FIFTH AVENUE #16 · NEW YORK, NY 10036 | Contract Administrator | $10,127 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $18,392,177-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 12.6%-12.6pp |
| Annual return | 1.80% | 5.86%-4.1pp | 3.99%-2.2pp | 4.56%-2.8pp |
| Employer contribution / active EE | $29,970 | $18,820+59.2% | $38,279-21.7% | $15,526+93.0% |
| Participant deferral / active EE | $0 | $390-100.0% | $386-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $140,034-100.0% | $1,711-100.0% |