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| Provider | Service type | Compensation |
|---|---|---|
ADVISORS MANAGEMENT GROUP2 years Service code 26 · EIN 41-1619602 | Advisory (Participants) | $13,534 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $8,125 |
Filed as: RETIREMENT STRATEGIES LLC Service code 12 · EIN 27-0017183 | Consulting (general); Participant loa... | $350 |
CHAMBERS FINANCIAL GROUP1 year Service code 26 · EIN 82-4850675 | Advisory (Participants) | $154 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 19 · EIN 82-0543156 | Securities Custodian | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $27,845 | $79,438-64.9% | $106,555-73.9% | $79,391-64.9% |
| Participation rate | 31.5% | 74.2%-42.6pp | 76.1%-44.6pp | 70.7%-39.2pp |
| Annual return | 14.38% | 18.27%-3.9pp | 26.80%-12.4pp | 116.88%-102.5pp |
| Employer contribution / active EE | $734 | $2,235-67.2% | $2,819-74.0% | $2,428-69.8% |
| Participant deferral / active EE | $1,283 | $3,824-66.5% | $4,399-70.8% | $4,046-68.3% |
| Admin fee / account holder | $196 | $523-62.5% | $7,408-97.3% | $627-68.7% |