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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,615 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $7,359 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,973 | $72,303-71.0% | $86,698-75.8% | $64,824-67.6% |
| Participation rate | 81.5% | 80.4%+1.0pp | 76.6%+4.9pp | 71.5%+10.0pp |
| Annual return | -15.25% | 392.77%-408.0pp | 35.96%-51.2pp | 32.84%-48.1pp |
| Employer contribution / active EE | $1,587 | $2,393-33.7% | $2,837-44.1% | $2,507-36.7% |
| Participant deferral / active EE | $4,229 | $4,660-9.2% | $4,656-9.2% | $4,311-1.9% |
| Admin fee / account holder | $88 | $174-49.7% | $7,492-98.8% | $188-53.4% |