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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,138 |
HAYNIE & COMPANY1 year Filed as: HAYNIE & CO Service code 10 1785 W. 2300 SOUTH, 2ND FL · SALT LAKE CITY, UT 84119 | Accounting | $6,618 |
Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $5,747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,402 | $59,819-37.5% | $79,583-53.0% | $68,490-45.4% |
| Participation rate | 64.2% | 61.1%+3.1pp | 69.5%-5.3pp | 67.9%-3.7pp |
| Annual return | -16.74% | -12.30%-4.4pp | 0.16%-16.9pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,814 | $3,025-40.0% | $3,986-54.5% | $4,028-55.0% |
| Admin fee / account holder | $292 | $4,835-94.0% | $6,835-95.7% | $5,403-94.6% |