| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 27 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 021112621 | Advisory (Plan) | $92,668 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-3080210 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Bank Trustee | $27,386 |
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 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 14.42% | 12.03%+2.4pp | 14.41%0pp | 23.90%-9.5pp |
| Employer contribution / active EE | $90,141 | $30,615+194.4% | $45,283+99.1% | $16,539+445.0% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |