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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY Service code 15 · EIN 20-1733361 | Recordkeeping | $75,602 |
THE VANGUARD GROUP, INC.9 years Filed as: VANGUARD Service code 15 · EIN 23-2811930 | Recordkeeping | $63,583 |
Filed as: BPAS ACTUARIAL AND PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $28,900 |
MATRIX TRUST COMPANY1 year Service code 15 · EIN 75-3182674 | Recordkeeping | $7,410 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $284,260-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.2%-17.2pp | 18.6%-18.6pp |
| Annual return | 5.51% | 9.16%-3.6pp | 44.37%-38.9pp | 9.77%-4.3pp |
| Employer contribution / active EE | $0 | $9,091-100.0% | $36,004-100.0% | $13,890-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $159-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $266,169-100.0% | $2,893-100.0% |