Filed July 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL6+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $27,839 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISOR INC. Service code 21 · EIN 23-2811930 | Bank Trustee | $23,621 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 | Accounting | $20,393 |
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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 | $198,586-100.0% | $282,126-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 13.5%-13.5pp |
| Annual return | 14.90% | 8.09%+6.8pp | 1087.39%-1072.5pp | 9.29%+5.6pp |
| Employer contribution / active EE | $0 | $22,299-100.0% | $42,245-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $820-100.0% | $120-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,639-100.0% | $2,037-100.0% |