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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,139 |
JTAYLOR1 year Service code 50 4800 OVERTON PLAZA · FORT WORTH, TX 76109 | Direct Payment | $14,500 |
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 | $118,857 | $91,474+29.9% | $135,982-12.6% | $71,529+66.2% |
| Participation rate | 93.3% | 75.7%+17.6pp | 81.9%+11.4pp | 67.9%+25.4pp |
| Annual return | 19.70% | 29.89%-10.2pp | 68.32%-48.6pp | 28.97%-9.3pp |
| Employer contribution / active EE | $4,172 | $3,705+12.6% | $4,859-14.1% | $2,590+61.1% |
| Participant deferral / active EE | $8,927 | $7,095+25.8% | $7,760+15.0% | $4,291+108.0% |
| Admin fee / account holder | $136 | $1,267-89.2% | $10,767-98.7% | $1,588-91.4% |