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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OLD MISSION INV. COMPANY Service code 27 · EIN 20-4942125 | Advisory (Plan) | $5,233 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,755 | $65,960-79.1% | $81,844-83.2% | $77,736-82.3% |
| Participation rate | 49.5% | 65.8%-16.3pp | 72.4%-22.9pp | 70.6%-21.1pp |
| Annual return | 45.71% | 26.64%+19.1pp | 778.87%-733.2pp | 31.26%+14.5pp |
| Employer contribution / active EE | $54 | $2,375-97.7% | $2,916-98.1% | $2,728-98.0% |
| Participant deferral / active EE | $1,123 | $3,505-68.0% | $4,323-74.0% | $4,651-75.9% |
| Admin fee / account holder | $30 | $526-94.3% | $7,355-99.6% | $433-93.0% |