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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD ADVISORS, INC. Service code 27 · EIN 23-2811930 | Advisory (Plan) | $86,674 |
Service code 11 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Actuarial | $51,128 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 13 · EIN 23-2186884 | Contract Administrator | $20,539 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | -0.04% | 5.87%-5.9pp | 6.70%-6.7pp | 7.65%-7.7pp |
| Employer contribution / active EE | $0 | $10,827-100.0% | $25,177-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $2,499 | $250+901.1% | $47+5232.1% | $1,172+113.1% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |