Filed July 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP4+ years Service code 10 · EIN 36-6055558 | Accounting | $22,233 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISOR INC. Service code 21 · EIN 23-2811930 | Bank Trustee | $21,328 |
CONRAD SIEGEL4+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $18,575 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $18,806-100.0% | $171,071-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.4%-37.4pp | 14.6%-14.6pp |
| Annual return | -7.25% | -1.00%-6.2pp | -3.19%-4.1pp | 10.56%-17.8pp |
| Employer contribution / active EE | $0 | $16,990-100.0% | $48,658-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $22-100.0% | $273-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $5,129-100.0% | $3,354-100.0% |