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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON COMPANY LLP Service code 28 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Investment Management | $0 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,533 | $91,474-85.2% | $135,982-90.0% | $71,529-81.1% |
| Participation rate | 98.6% | 75.7%+22.9pp | 81.9%+16.7pp | 67.9%+30.7pp |
| Annual return | 22.74% | 29.89%-7.2pp | 68.32%-45.6pp | 28.97%-6.2pp |
| Employer contribution / active EE | $874 | $3,705-76.4% | $4,859-82.0% | $2,590-66.2% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |