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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD ADVISORS INC. Service code 27 · EIN 23-2811930 P.O. BOX 1110 · VALLEY FORGE, PA 194831110 | Advisory (Plan) | $24,185 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 31 · EIN 23-2186884 | Other investment fees and expenses; N... | $8,293 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $20,840-100.0% | $50,635-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 6.0%-6.0pp | 13.0%-13.0pp |
| Annual return | 5.32% | 13.58%-8.3pp | 18.06%-12.7pp | 13.59%-8.3pp |
| Employer contribution / active EE | $20,833 | $15,445+34.9% | $30,411-31.5% | $14,592+42.8% |
| Participant deferral / active EE | $0 | $70-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $1,675-100.0% | $29,657-100.0% |