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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 15 · EIN 23-2811930 | Recordkeeping | $91,302 |
BPAS5 years Filed as: BPAS ACTUARIAL AND PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $20,340 |
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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 | $163,948-100.0% | $454,052-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.6%-2.6pp | 18.4%-18.4pp | 8.4%-8.4pp |
| Annual return | 14.61% | 11.99%+2.6pp | 8.95%+5.7pp | 18.35%-3.7pp |
| Employer contribution / active EE | $0 | $18,406-100.0% | $46,559-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $709-100.0% | $19,831-100.0% | $9,141-100.0% |