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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,147 |
Filed as: M HOLDINGS SECURITIES Service code 27 1125 NW COUCH STREET · PORTLAND, OR 97209 | Advisory (Plan) | $30,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,579 | $55,457+2.0% | $76,119-25.7% | $77,736-27.2% |
| Participation rate | 43.2% | 63.6%-20.4pp | 69.1%-25.9pp | 70.6%-27.4pp |
| Annual return | 10.55% | 17.09%-6.5pp | 361.25%-350.7pp | 31.26%-20.7pp |
| Employer contribution / active EE | $1,234 | $1,792-31.2% | $2,693-54.2% | $2,728-54.8% |
| Participant deferral / active EE | $2,164 | $3,454-37.4% | $4,259-49.2% | $4,651-53.5% |
| Admin fee / account holder | $195 | $411-52.6% | $6,421-97.0% | $433-55.1% |