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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $144,548 |
Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $46,875 |
HANCOCK ASKEW & CO., LLP7+ years Service code 99 · EIN 58-0662558 | Other Fees | $15,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,539 | $86,225+82.7% | $146,643+7.4% | $86,821+81.5% |
| Participation rate | 96.5% | 78.0%+18.5pp | 80.1%+16.4pp | 72.3%+24.2pp |
| Annual return | 16.56% | 31.23%-14.7pp | 22.75%-6.2pp | 97.94%-81.4pp |
| Employer contribution / active EE | $6 | $2,392-99.8% | $4,137-99.9% | $2,406-99.8% |
| Participant deferral / active EE | $8,310 | $4,245+95.8% | $5,506+50.9% | $4,132+101.1% |
| Admin fee / account holder | $147 | $195-24.6% | $10,280-98.6% | $170-13.2% |