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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $59,926 |
Filed as: AMUNDI ASSET MANAGEMENT US, INC. Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $0 |
BLACKROCK5 years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
Filed as: BNY MELLON INVESTMENT ADVISER, INC Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $0 |
AMERICAN FUNDS6 years Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS7 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
EATON VANCE4 years Filed as: EATON VANCE GLOBAL INCOME BUILDER A Service code 28 | Investment Management | $0 |
EATON VANCE4 years Filed as: EATON VANCE MANAGEMENT Service code 28 ONE POST OFFICE SQUARE · BOSTON, MA 02110 | Investment Management | $0 |
FEDERATED5 years Filed as: FEDERATED HERMES Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,890 | $91,407+0.5% | $135,903-32.4% | $71,457+28.6% |
| Participation rate | 93.5% | 75.7%+17.9pp | 81.9%+11.6pp | 67.9%+25.6pp |
| Annual return | 22.34% | 29.90%-7.6pp | 68.23%-45.9pp | 28.85%-6.5pp |
| Employer contribution / active EE | $546 | $3,703-85.3% | $4,856-88.8% | $2,588-78.9% |
| Participant deferral / active EE | $10,120 | $7,092+42.7% | $7,758+30.4% | $4,289+136.0% |
| Admin fee / account holder | $272 | $1,266-78.5% | $10,762-97.5% | $1,587-82.8% |