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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD ADVISORS INC. Service code 27 · EIN 23-2811930 | Advisory (Plan) | $236,386 |
Service code 11 · EIN 42-1484983 | Actuarial | $195,788 |
WILLIS TOWERS WATSON US LLC3 years Service code 17 · EIN 53-0181291 | Pension Consulting | $116,231 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 PO BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $75,000 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2186884 | Recordkeeping | $57,964 |
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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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 9.72% | 11.84%-2.1pp | 8.95%+0.8pp | 13.24%-3.5pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |