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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 | $96,782-80.8% | $140,514-86.8% | $69,255-73.1% |
| Participation rate | 94.4% | 81.0%+13.4pp | 77.8%+16.6pp | 69.0%+25.4pp |
| Annual return | 5.52% | 11.56%-6.0pp | 14.36%-8.8pp | 26.73%-21.2pp |
| Employer contribution / active EE | $1,398 | $3,063-54.4% | $3,378-58.6% | $2,645-47.2% |
| Participant deferral / active EE | $2,873 | $4,233-32.1% | $4,919-41.6% | $2,890-0.6% |
| Admin fee / account holder | $136 | $275-50.4% | $13,697-99.0% | $733-81.4% |