Filed February 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $27,700 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $5,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | -3.29% | 5.03%-8.3pp | 18.87%-22.2pp | 7.18%-10.5pp |
| Employer contribution / active EE | $3,313 | $10,273-67.8% | $19,828-83.3% | $13,095-74.7% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |