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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,078 |
GRP FINANCIAL3 years Filed as: GRP Service code 27 451 S. BETHLEHEM PIKE · FT. WASHINGTON, PA 19034 | Advisory (Plan) | $14,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,632 | $65,125-45.3% | $143,797-75.2% | $66,949-46.8% |
| Participation rate | 53.7% | 65.2%-11.5pp | 80.3%-26.6pp | 69.8%-16.1pp |
| Annual return | -15.49% | -11.13%-4.4pp | -0.04%-15.4pp | 1.57%-17.1pp |
| Employer contribution / active EE | $2,119 | $2,362-10.3% | $4,952-57.2% | $2,545-16.8% |
| Participant deferral / active EE | $1,278 | $2,920-56.2% | $5,638-77.3% | $4,239-69.9% |
| Admin fee / account holder | $197 | $503-60.9% | $14,679-98.7% | $594-66.9% |