| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 27 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 021112621 | Advisory (Plan) | $68,950 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-3080210 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Bank Trustee | $23,927 |
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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 7.45% | 5.09%+2.4pp | 4.74%+2.7pp | 7.18%+0.3pp |
| Employer contribution / active EE | $92,133 | $33,192+177.6% | $46,220+99.3% | $13,095+603.6% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |