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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC5 years Service code 10 · EIN 45-4084437 | Accounting | $17,000 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $14,817 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,895 | $159,901+31.9% | $146,958+43.5% | $145,922+44.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 16.50% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $147 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |