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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $97,511 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $64,221 |
TIAA4 years Service code 19 · EIN 13-1624203 | Securities Custodian | $14,729 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $163,692 | $109,303+49.8% | $69,480+135.6% | $82,204+99.1% |
| Participation rate | 64.4% | 74.9%-10.5pp | 74.6%-10.3pp | 73.4%-9.0pp |
| Annual return | 19.66% | 20.08%-0.4pp | 28.99%-9.3pp | 26.31%-6.6pp |
| Employer contribution / active EE | $5,250 | $5,149+2.0% | $2,780+88.9% | $2,707+93.9% |
| Participant deferral / active EE | $4,512 | $4,210+7.2% | $3,537+27.6% | $4,246+6.3% |
| Admin fee / account holder | $70 | $29+141.2% | $3,840-98.2% | $76-6.9% |