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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD NATIONAL TRUST COMPANY Service code 18 · EIN 23-3072884 PO BOX 1110 · VALLEY FORGE, PA 19482 | Custodial (other than securities) | $22,489 |
BPAS3 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 120 EAGLE ROCK AVENUE · EAST HANOVER, NJ 07936 | Actuarial | $17,907 |
MERCADIEN PC, CPAS4+ years Service code 10 · EIN 22-3271712 P.O. BOX 7648 · PRINCETON, NH 08543 | Accounting | $12,500 |
SUSQUEHANNA TRUST4+ years Service code 21 · EIN 25-6645030 17 EAST MARKET STREET · WEST CHESTER, PA 19381 | Bank Trustee | $8,252 |
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Annual investment return 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 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | -7.88% | 3.99%-11.9pp | 4.36%-12.2pp | 10.56%-18.4pp |
| Employer contribution / active EE | $4,805 | $11,621-58.7% | $27,383-82.5% | $13,643-64.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |