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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $252,929 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD ADVISORS INC. Service code 27 · EIN 23-2811930 | Advisory (Plan) | $164,676 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2186884 | Recordkeeping | $95,534 |
MARKLEY ACTUARIAL SERVICES, INC.2+ years Service code 11 · EIN 23-2439467 | Actuarial | $43,375 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC. Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 8.73% | 5.13%+3.6pp | 4.74%+4.0pp | 7.18%+1.5pp |
| Employer contribution / active EE | $12,523 | $14,689-14.7% | $36,089-65.3% | $13,095-4.4% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |