| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD FIDUCIARY TRUST CO. Service code 15 · EIN 23-2186884 | Recordkeeping | $289,398 |
Filed as: ASSOCIATED ADMINISTRATORS Service code 10 · EIN 65-1205077 | Accounting | $141,350 |
BREDHOFF & KAISER4+ years Filed as: BREDHOFF & KAISER P.L.L.C Service code 29 · EIN 52-0969534 | Legal | $57,383 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH AND BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $55,000 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 17 · EIN 26-1370698 | Pension Consulting | $50,878 |
Filed as: GALLAGHER FIDUCIARY Service code 16 · EIN 36-4291971 | Consulting | $19,038 |
BDO USA, LLP4+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $17,112 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $11,684 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $9,621 |
Annual investment return 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 | $192,280 | $53,911+256.7% | $130,660+47.2% | $77,775+147.2% |
| Participation rate | 95.7% | 60.2%+35.5pp | 71.7%+24.0pp | 73.2%+22.5pp |
| Annual return | 4.40% | 21.93%-17.5pp | 1709.29%-1704.9pp | 32.58%-28.2pp |
| Employer contribution / active EE | $8,956 | $1,826+390.6% | $4,092+118.8% | $2,504+257.7% |
| Participant deferral / active EE | $4,840 | $2,288+111.5% | $3,603+34.3% | $3,966+22.0% |
| Admin fee / account holder | $193 | $129+49.9% | $5,463-96.5% | $100+92.7% |