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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD NATIONAL TRUST COMPANY Service code 18 · EIN 23-3072884 PO BOX 1110 · VALLEY FORGE, PA 19482 | Custodial (other than securities) | $44,692 |
BPAS7 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 239 NEW ROAD, B307 · PARSIPPANY, NJ 07054 | Actuarial | $28,815 |
MERCADIEN PC, CPAS8+ years Service code 10 · EIN 22-3271712 P.O. BOX 7648 · PRINCETON, NH 08543 | Accounting | $26,500 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST FINANCIAL CORPORATIN Service code 21 · EIN 56-0939887 214 NORTH TRYON STREET · CHARLOTTE, NC 28202 | Bank Trustee | $9,639 |
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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 | $52,843-100.0% | $53,690-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 8.6%-8.6pp | 9.9%-9.9pp |
| Annual return | -23.11% | -10.02%-13.1pp | -4.80%-18.3pp | -5.25%-17.9pp |
| Employer contribution / active EE | $4,670 | $10,293-54.6% | $30,897-84.9% | $15,161-69.2% |
| Participant deferral / active EE | $0 | $88-100.0% | $64-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $40,849-100.0% | $3,859-100.0% |