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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 27 · EIN 23-2186884 | Advisory (Plan) | $42,338 |
US BANK3+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $12,245 |
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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.
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 | $25,472-100.0% | $308,850-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 48.5%-48.5pp | 11.3%-11.3pp |
| Annual return | 16.06% | 9.27%+6.8pp | 14.41%+1.6pp | 10.41%+5.6pp |
| Employer contribution / active EE | $0 | $15,826-100.0% | $45,283-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $125-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $66-100.0% | $9,941-100.0% | $2,646-100.0% |