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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-2188688 100 VANGUARD BLVD · MALVERN, PA 19355 | Recordkeeping | $114,382 |
MERCER4+ years Filed as: WILLIAM M. MERCER Service code 11 · EIN 13-2834414 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Actuarial | $41,250 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 1.54% | 7.22%-5.7pp | 6.70%-5.2pp | 8.21%-6.7pp |
| Employer contribution / active EE | $5,714 | $12,542-54.4% | $25,217-77.3% | $13,841-58.7% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |