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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Account m... | $34,473 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $10,731 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,532 | $44,897+101.6% | $85,009+6.5% | $199,768-54.7% |
| Participation rate | 53.5% | 45.7%+7.8pp | 67.5%-14.0pp | 72.0%-18.5pp |
| Annual return | 12.78% | 20.96%-8.2pp | 66.47%-53.7pp | 34.26%-21.5pp |
| Employer contribution / active EE | $1,276 | $1,365-6.5% | $2,728-53.2% | $3,037-58.0% |
| Participant deferral / active EE | $3,867 | $2,668+44.9% | $4,522-14.5% | $5,090-24.0% |
| Admin fee / account holder | $62 | $584-89.3% | $6,153-99.0% | $269-76.8% |