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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,727 |
FORVIS, 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,601 | $103,024-81.9% | $112,040-83.4% | $79,634-76.6% |
| Participation rate | 94.4% | 80.6%+13.8pp | 76.5%+17.9pp | 62.5%+31.9pp |
| Annual return | 5.52% | 17.60%-12.1pp | 24.52%-19.0pp | 36.46%-30.9pp |
| Employer contribution / active EE | $1,398 | $3,015-53.6% | $2,954-52.7% | $2,529-44.7% |
| Participant deferral / active EE | $2,873 | $5,233-45.1% | $5,098-43.6% | $3,835-25.1% |
| Admin fee / account holder | $136 | $465-70.7% | $12,098-98.9% | $1,002-86.4% |