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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON COMPANY LLP Service code 28 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Investment Management | $0 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 | Investment Management | $0 |
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 | $9,986 | $104,479-90.4% | $159,474-93.7% | $79,391-87.4% |
| Participation rate | 98.4% | 76.6%+21.8pp | 82.8%+15.6pp | 70.7%+27.7pp |
| Annual return | 35.85% | 67.98%-32.1pp | 263.68%-227.8pp | 116.88%-81.0pp |
| Employer contribution / active EE | $866 | $3,417-74.7% | $4,831-82.1% | $2,428-64.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,802-100.0% | $627-100.0% |