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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2033129 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO. Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP, INC Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP, INC. Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,219 | $123,793+29.4% | $177,848-9.9% | $79,856+100.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 6.93% | 22.82%-15.9pp | 48.33%-41.4pp | 31.71%-24.8pp |
| Employer contribution / active EE | $15,000 | $4,095+266.3% | $5,919+153.4% | $2,471+507.0% |
| Participant deferral / active EE | $3,433 | $5,956-42.4% | $7,714-55.5% | $3,741-8.2% |
| Admin fee / account holder | $9,208 | $7,243+27.1% | $12,431-25.9% | $5,306+73.5% |