Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD NATIONAL TRUST COMPANY Service code 18 · EIN 23-3072884 PO BOX 1110 · VALLEY FORGE, PA 19482 | Custodial (other than securities) | $20,688 |
BPAS1 year Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 120 EAGLE ROCK AVENUE · EAST HANOVER, NJ 07936 | Actuarial | $15,030 |
MERCADIEN PC, CPAS2+ years Service code 10 · EIN 22-3271712 P.O. BOX 7648 · PRINCETON, NH 08543 | Accounting | $12,500 |
SUSQUEHANNA TRUST2+ years Service code 21 · EIN 25-6645030 17 EAST MARKET STREET · WEST CHESTER, PA 19381 | Bank Trustee | $7,608 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 6.23% | 4.80%+1.4pp | 7.98%-1.7pp | 4.56%+1.7pp |
| Employer contribution / active EE | $2,440 | $12,906-81.1% | $23,724-89.7% | $15,526-84.3% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |