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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $98,770 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $53,973 |
TIAA2 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $52,604 |
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 | $181,669 | $127,246+42.8% | $75,728+139.9% | $101,555+78.9% |
| Participation rate | 67.1% | 76.6%-9.5pp | 74.8%-7.7pp | 74.5%-7.4pp |
| Annual return | 13.60% | 14.35%-0.7pp | 104.66%-91.1pp | 21.00%-7.4pp |
| Employer contribution / active EE | $2,082 | $4,333-52.0% | $2,743-24.1% | $2,972-30.0% |
| Participant deferral / active EE | $4,096 | $4,639-11.7% | $3,820+7.2% | $4,874-16.0% |
| Admin fee / account holder | $22 | $42-46.9% | $3,620-99.4% | $139-84.2% |