| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD FIDUCIARY TRUST CO. Service code 15 · EIN 23-2186884 | Recordkeeping | $233,757 |
Filed as: ASSOCIATED ADMINISTRATORS Service code 10 · EIN 65-1205077 | Accounting | $93,936 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH AND BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $64,962 |
BREDHOFF & KAISER3+ years Filed as: BREDHOFF & KAISER P.L.L.C Service code 29 · EIN 52-0969534 | Legal | $44,618 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $22,219 |
BDO USA, LLP3+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $15,923 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 17 · EIN 26-1370698 | Pension Consulting | $12,349 |
Filed as: STATE STREET BANK Service code 19 · EIN 04-1867445 | Securities Custodian | $11,179 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $9,467 |
MERCER3+ years Service code 13 · EIN 13-2834414 | Contract Administrator | $9,195 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,430 | $407,990-54.6% | $121,220+53.0% | $75,289+146.3% |
| Participation rate | 96.1% | 59.5%+36.6pp | 71.8%+24.3pp | 72.4%+23.7pp |
| Annual return | 9.94% | 2.93%+7.0pp | 16.94%-7.0pp | -0.04%+10.0pp |
| Employer contribution / active EE | $11,546 | $1,846+525.5% | $4,023+187.0% | $2,405+380.1% |
| Participant deferral / active EE | $2,781 | $2,201+26.4% | $3,345-16.9% | $3,739-25.6% |
| Admin fee / account holder | $162 | $455-64.3% | $5,021-96.8% | $102+58.8% |