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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,258 |
EMPLOYEE FIDUCIARY, LLC1 year Service code 13 250 STATE STREET · MOBILE, AL 36603 | Contract Administrator | $5,029 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,258 | $65,376-43.0% | $87,102-57.2% | $65,185-42.8% |
| Participation rate | 30.6% | 75.3%-44.7pp | 76.9%-46.2pp | 70.2%-39.6pp |
| Annual return | 23.83% | 31.27%-7.4pp | 28.19%-4.4pp | 29.38%-5.6pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $953 | $3,388-71.9% | $4,048-76.5% | $3,514-72.9% |
| Admin fee / account holder | $171 | $520-67.2% | $7,491-97.7% | $847-79.8% |