| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-3080210 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Bank Trustee | $18,438 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 27 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 021112621 | Advisory (Plan) | $8,039 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -2.43% | -2.09%-0.3pp | -1.68%-0.7pp | -0.60%-1.8pp |
| Employer contribution / active EE | $105,895 | $29,352+260.8% | $44,959+135.5% | $12,272+762.9% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |