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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 15 · EIN 23-2811930 | Recordkeeping | $70,434 |
BPAS3 years Filed as: BPAS ACTUARIAL AND PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $30,410 |
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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 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 10.32% | 12.98%-2.7pp | 14.64%-4.3pp | 13.59%-3.3pp |
| Employer contribution / active EE | $43,765 | $16,363+167.5% | $41,831+4.6% | $14,592+199.9% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |