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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,727 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 282602828 | Accounting | $34,296 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $15,823 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,601 | $98,727-81.2% | $113,168-83.6% | $85,563-78.3% |
| Participation rate | 94.4% | 80.8%+13.6pp | 76.6%+17.8pp | 66.0%+28.4pp |
| Annual return | 5.52% | 17.43%-11.9pp | 24.27%-18.7pp | 31.51%-26.0pp |
| Employer contribution / active EE | $1,398 | $2,907-51.9% | $2,975-53.0% | $2,654-47.3% |
| Participant deferral / active EE | $2,873 | $5,424-47.0% | $5,107-43.7% | $4,375-34.3% |
| Admin fee / account holder | $136 | $357-61.8% | $12,068-98.9% | $834-83.7% |