Filed December 1, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP, INC Service code 21 · EIN 23-1945930 | Bank Trustee | $59,469 |
CHEIRON2+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $51,029 |
Filed as: PRUDENTIAL LIFE INS & ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $25,307 |
FINDLEY1 year Filed as: FINDLEY DAVIES Service code 15 · EIN 34-1213174 | Recordkeeping | $14,243 |
HUNTON ANDREWS KURTH LLP1 year Filed as: HUNTON & WILLIAMS LLP Service code 29 · EIN 54-0572269 | Legal | $12,754 |
UHY LLP2+ years Service code 10 · EIN 20-0694403 | Accounting | $12,700 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 6.10% | 4.23%+1.9pp | 3.97%+2.1pp | 4.56%+1.5pp |
| Employer contribution / active EE | $13,405 | $16,147-17.0% | $28,168-52.4% | $15,526-13.7% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |