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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $1,383 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1655305 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IN 52556 | Advisory (Plan) | $863 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,220 | $102,317-74.4% | $146,958-82.2% | $80,856-67.6% |
| Participation rate | 98.1% | 75.8%+22.2pp | 82.2%+15.9pp | 67.6%+30.4pp |
| Annual return | 18.93% | 134.76%-115.8pp | 418.34%-399.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $29 | $3,713-99.2% | $4,933-99.4% | $2,755-99.0% |
| Participant deferral / active EE | $23,249 | $6,644+249.9% | $8,070+188.1% | $4,296+441.2% |
| Admin fee / account holder | $16 | $7,941-99.8% | $12,998-99.9% | $6,918-99.8% |