Filed October 13, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,877 |
CORPORATE BENEFITS CONSULTANTS INC10+ years Service code 27 8500 BROOKTREE ROAD · WEXFORD, PA 15090 | Advisory (Plan) | $28,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,150 | $50,919-32.9% | $155,556-78.0% | $77,762-56.1% |
| Participation rate | 38.6% | 63.1%-24.5pp | 78.2%-39.7pp | 70.6%-32.0pp |
| Annual return | 13.12% | 34.84%-21.7pp | 64.84%-51.7pp | 31.27%-18.1pp |
| Employer contribution / active EE | $219 | $1,991-89.0% | $4,675-95.3% | $2,728-92.0% |
| Participant deferral / active EE | $1,626 | $2,824-42.4% | $5,631-71.1% | $4,651-65.0% |
| Admin fee / account holder | $163 | $437-62.8% | $15,885-99.0% | $433-62.5% |