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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD Service code 15 · EIN 23-2811930 | Recordkeeping | $92,451 |
BPAS7 years Filed as: BPAS ACTUARIAL AND PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $21,600 |
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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 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 6.78% | 9.74%-3.0pp | 12.68%-5.9pp | 9.89%-3.1pp |
| Employer contribution / active EE | $121,472 | $15,597+678.8% | $41,609+191.9% | $14,313+748.7% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |