Filed July 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $16,930 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISOR INC. Service code 15 · EIN 23-2811930 | Recordkeeping | $8,408 |
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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $447,195-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 9.9%-9.9pp |
| Annual return | -24.54% | -12.59%-12.0pp | -11.06%-13.5pp | -5.25%-19.3pp |
| Employer contribution / active EE | $0 | $15,979-100.0% | $55,362-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $0 | $77-100.0% | $26-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $3,572-100.0% | $3,859-100.0% |