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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD NATIONAL TRUST COMPANY Service code 18 · EIN 23-3072884 PO BOX 1110 · VALLEY FORGE, PA 19482 | Custodial (other than securities) | $20,280 |
HARBRIDGE CONSULTING GROUP, LLC1+ years Service code 11 · EIN 30-0192194 120 EAGLE ROCK AVENUE · EAST HANOVER, NJ 07936 | Actuarial | $12,741 |
MERCADIEN PC, CPAS1+ years Service code 10 · EIN 22-3271712 P.O. BOX 7648 · PRINCETON, NH 08543 | Accounting | $12,500 |
SUSQUEHANNA TRUST1+ years Service code 21 · EIN 25-6645030 17 EAST MARKET STREET · WEST CHESTER, PA 19381 | Bank Trustee | $7,940 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,920-100.0% | $96,302-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 8.8%-8.8pp | 15.7%-15.7pp |
| Annual return | -2.39% | -2.03%-0.4pp | -2.90%+0.5pp | -7.14%+4.7pp |
| Employer contribution / active EE | $2,050 | $10,249-80.0% | $27,990-92.7% | $14,613-86.0% |
| Participant deferral / active EE | $0 | $47-100.0% | $137-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $519-100.0% | $1,191-100.0% |