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| Provider | Service type | Compensation |
|---|---|---|
FOSTER & FOSTER4 years Filed as: FOSTER & FOSTER, INC. Service code 11 · EIN 59-1921114 | Actuarial | $98,557 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD ADVISORS, INC. Service code 27 · EIN 23-2811930 | Advisory (Plan) | $47,793 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2186884 | Recordkeeping | $37,008 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $29,244 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $329,695-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.4%-43.4pp | 11.0%-11.0pp |
| Annual return | 4.84% | 8.11%-3.3pp | 9.82%-5.0pp | 8.21%-3.4pp |
| Employer contribution / active EE | $13,726 | $16,749-18.0% | $30,311-54.7% | $13,837-0.8% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |