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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 | $91,417-85.2% | $135,925-90.0% | $71,476-81.1% |
| Participation rate | 98.6% | 75.7%+22.9pp | 81.9%+16.7pp | 67.9%+30.7pp |
| Annual return | 22.74% | 29.90%-7.2pp | 68.25%-45.5pp | 28.85%-6.1pp |
| Employer contribution / active EE | $874 | $3,704-76.4% | $4,857-82.0% | $2,589-66.2% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,759-100.0% | $4,290-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,764-100.0% | $1,587-100.0% |