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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD ADVISORS, INC. Service code 27 · EIN 23-2811930 | Advisory (Plan) | $77,410 |
MARKLEY ACTUARIAL SERVICES, INC.3+ years Service code 11 · EIN 23-2439467 | Actuarial | $57,492 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 13 · EIN 23-2186884 | Contract Administrator | $12,515 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 15.68% | 12.38%+3.3pp | 10.53%+5.1pp | 23.90%-8.2pp |
| Employer contribution / active EE | $14,702 | $23,325-37.0% | $29,360-49.9% | $16,539-11.1% |
| Participant deferral / active EE | $1,881 | $269+599.5% | $54+3364.3% | $350+436.7% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |