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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $266,274 |
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 10 · EIN 65-1205077 | Accounting | $181,068 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $117,417 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $62,000 |
BREDHOFF & KAISER1 year Filed as: BREDHOFF & KAISER PLLC Service code 29 · EIN 52-0969534 | Legal | $59,673 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $49,656 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $29,368 |
THE SEGAL COMPANY9 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 | Insurance Broker | $12,512 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 72 | Other investment fees and expenses | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,180 | $84,030+210.8% | $126,539+106.4% | $102,872+153.9% |
| Participation rate | 94.5% | 58.3%+36.2pp | 69.8%+24.7pp | 73.0%+21.5pp |
| Annual return | 5.63% | 17.79%-12.2pp | 425.95%-420.3pp | 19.06%-13.4pp |
| Employer contribution / active EE | $15,061 | $3,287+358.1% | $3,674+309.9% | $3,526+327.1% |
| Participant deferral / active EE | $2,110 | $3,749-43.7% | $4,083-48.3% | $5,535-61.9% |
| Admin fee / account holder | $207 | $299-30.7% | $6,065-96.6% | $292-29.0% |