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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $111,566 |
THE VANGUARD GROUP, INC.10+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-2186884 | Recordkeeping | $103,490 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $6,500 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON ADVISORS LLC Service code 10 · EIN 99-1856619 | Accounting | $5,500 |
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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 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 5.54% | 7.22%-1.7pp | 6.70%-1.2pp | 8.21%-2.7pp |
| Employer contribution / active EE | $20,975 | $12,542+67.2% | $25,177-16.7% | $13,837+51.6% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |