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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISORS, INC. Service code 27 · EIN 23-2811930 | Advisory (Plan) | $81,823 |
MARKLEY ACTUARIAL SERVICES, INC.1+ years Service code 11 · EIN 23-2439467 | Actuarial | $36,248 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 13 · EIN 23-2186884 | Contract Administrator | $15,995 |
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Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | -2.22% | 2.41%-4.6pp | -2.90%+0.7pp | -0.60%-1.6pp |
| Employer contribution / active EE | $31,078 | $14,069+120.9% | $27,990+11.0% | $12,272+153.2% |
| Participant deferral / active EE | $1,749 | $260+572.4% | $137+1176.1% | $416+320.8% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |