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| Provider | Service type | Compensation |
|---|---|---|
QUANTUM STRATEGIES3 years Service code 26 · EIN 47-2819002 | Advisory (Participants) | $62,799 |
THE VANGUARD GROUP, INC.1 year Service code 37 · EIN 23-1945930 | Loan Processing | $38,830 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,394 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,455 | $52,293-47.5% | $178,503-84.6% | $73,412-62.6% |
| Participation rate | 72.9% | 65.3%+7.5pp | 81.9%-9.1pp | 72.2%+0.7pp |
| Annual return | 1.71% | 34.75%-33.0pp | 151.12%-149.4pp | 59.30%-57.6pp |
| Employer contribution / active EE | $2,414 | $1,736+39.0% | $5,011-51.8% | $2,234+8.1% |
| Participant deferral / active EE | $1,028 | $2,333-56.0% | $5,202-80.2% | $3,806-73.0% |
| Admin fee / account holder | $154 | $127+21.1% | $13,987-98.9% | $158-2.3% |