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| Provider | Service type | Compensation |
|---|---|---|
MERCADIEN PC, CPAS6+ years Service code 10 · EIN 22-3271712 P.O. BOX 7648 · PRINCETON, NH 08543 | Accounting | $26,000 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD NATIONAL TRUST COMPANY Service code 18 · EIN 23-3072884 PO BOX 1110 · VALLEY FORGE, PA 19482 | Custodial (other than securities) | $22,689 |
SUSQUEHANNA TRUST6+ years Service code 21 · EIN 25-6645030 17 EAST MARKET STREET · WEST CHESTER, PA 19381 | Bank Trustee | $8,292 |
BPAS5 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 239 NEW ROAD, B307 · PARSIPPANY, NJ 07054 | Actuarial | $4,800 |
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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 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | 10.38% | 9.41%+1.0pp | 793.01%-782.6pp | 9.29%+1.1pp |
| Employer contribution / active EE | $6,466 | $13,564-52.3% | $27,004-76.1% | $15,168-57.4% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |