Filed January 5, 2021
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 13 · EIN 23-2186884 | Contract Administrator | $297,735 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $142,848 |
HAGER STRATEGIC1+ years Filed as: HAGER STRATEGIC, INC. Service code 17 1320 19TH ST NW · WASHINGTON, DC 20036 | Pension Consulting | $122,510 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1835854 | Actuarial | $34,250 |
AON CONSULTING1+ years Filed as: AON HEWITT ASSOCIATES Service code 11 · EIN 36-5565207 | Actuarial | $28,333 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $24,187 |
JOHNSON BANK1+ years Filed as: JOHNSON CONNOR Service code 17 101 EDGEWATER DRIVE, SUITE 210 · WAKEFIELD, MA 01880 | Pension Consulting | $5,565 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $522,682-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -32.78% | 3.11%-35.9pp | -3.43%-29.4pp | 3.11%-35.9pp |
| Employer contribution / active EE | $49,385 | $9,361+427.6% | $25,607+92.9% | $9,361+427.6% |
| Participant deferral / active EE | $41 | $375-89.0% | $77-46.9% | $375-89.0% |
| Admin fee / account holder | $0 | $0 | $13,511-100.0% | - |