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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-2188688 100 VANGUARD BLVD · MALVERN, PA 19355 | Recordkeeping | $97,444 |
MERCER3+ years Filed as: WILLIAM M. MERCER Service code 11 · EIN 13-2834414 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Actuarial | $39,311 |
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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 | $62,703-100.0% | $80,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 5.6%-5.6pp | 12.4%-12.4pp |
| Annual return | 10.84% | 9.49%+1.3pp | 15.31%-4.5pp | 9.89%+0.9pp |
| Employer contribution / active EE | $10,294 | $12,214-15.7% | $28,686-64.1% | $14,313-28.1% |
| Participant deferral / active EE | $0 | $74-100.0% | $126-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $547-100.0% | $456-100.0% | $9,084-100.0% |