| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD FIDUCIARY TRUST CO. Service code 28 · EIN 23-2186884 | Investment Management | $316,772 |
Filed as: ASSOCIATED ADMINISTRATORS Service code 10 · EIN 65-1205077 | Accounting | $157,398 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN, P.C Service code 10 · EIN 22-2027092 | Accounting | $58,870 |
BREDHOFF & KAISER7+ years Filed as: BREDHOFF & KAISER P.L.L.C Service code 29 · EIN 52-0969534 | Legal | $52,848 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $25,624 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $18,281 |
Filed as: GALLAGHER FIDUCIARY Service code 17 · EIN 36-4291971 | Pension Consulting | $15,862 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 17 · EIN 26-1370698 | Pension Consulting | $11,228 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,228 | $52,523+349.8% | $117,472+101.1% | $77,906+203.2% |
| Participation rate | 94.8% | 61.6%+33.2pp | 70.6%+24.2pp | 73.7%+21.1pp |
| Annual return | 2.73% | -13.76%+16.5pp | 29.77%-27.0pp | 12.16%-9.4pp |
| Employer contribution / active EE | $4,450 | $2,166+105.5% | $4,180+6.5% | $2,846+56.3% |
| Participant deferral / active EE | $7,815 | $3,087+153.2% | $4,072+91.9% | $4,805+62.6% |
| Admin fee / account holder | $181 | $99+82.6% | $5,646-96.8% | $133+36.7% |