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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $135,744 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 15 · EIN 31-1582098 | Recordkeeping | $43,750 |
MERCER2+ years Filed as: MERCER US, INC. Service code 11 · EIN 13-2834414 | Actuarial | $30,205 |
WIPFLI LLP2+ years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $9,000 |
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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 | $35,636-100.0% | $176,816-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 39.2%-39.2pp | 1.8%-1.8pp |
| Annual return | 6.28% | 7.18%-0.9pp | 2.89%+3.4pp | 7.18%-0.9pp |
| Employer contribution / active EE | $0 | $13,095-100.0% | $39,831-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $99-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $478-100.0% | $362-100.0% |