| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Filed as: VANGUARD FIDUCIARY TRUST CO. Service code 28 · EIN 23-2186884 | Investment Management | $310,429 |
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 10 · EIN 65-1205077 | Accounting | $170,820 |
BREDHOFF & KAISER1 year Service code 29 · EIN 52-0969534 | Legal | $75,925 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $66,560 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $60,000 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $54,144 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 17 · EIN 36-4291971 | Pension Consulting | $44,214 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $23,583 |
THE SEGAL COMPANY8 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 | Insurance Broker | $12,480 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,637 | $62,541+297.6% | $129,406+92.1% | $200,096+24.3% |
| Participation rate | 94.3% | 56.8%+37.5pp | 69.6%+24.6pp | 72.0%+22.3pp |
| Annual return | 16.22% | 16.95%-0.7pp | 9468.18%-9452.0pp | 34.26%-18.0pp |
| Employer contribution / active EE | $8,957 | $2,392+274.4% | $4,155+115.5% | $3,038+194.9% |
| Participant deferral / active EE | $6,668 | $3,123+113.5% | $4,167+60.0% | $5,090+31.0% |
| Admin fee / account holder | $218 | $167+30.4% | $7,689-97.2% | $269-19.2% |