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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,706 |
Filed as: TOWERS WATSON INVESTMENT SRVS.,INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $28,125 |
ALSTON & BIRD LLP4+ years Service code 29 · EIN 58-0137615 | Legal | $9,665 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,327 | $62,267-75.4% | $110,243-86.1% | $55,725-72.5% |
| Participation rate | 94.5% | 78.1%+16.3pp | 79.8%+14.6pp | 70.9%+23.6pp |
| Annual return | 14.97% | -1.07%+16.0pp | 314.76%-299.8pp | 244.93%-230.0pp |
| Employer contribution / active EE | $651 | $1,941-66.5% | $3,827-83.0% | $2,078-68.7% |
| Participant deferral / active EE | $1,759 | $3,516-50.0% | $4,672-62.3% | $3,356-47.6% |
| Admin fee / account holder | $107 | $121-11.1% | $8,548-98.7% | $115-6.7% |