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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $226,213 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $139,141 |
CENTRAL DATA SERVICES1+ years Filed as: CENTRAL DATA SERVICES, INC. Service code 10 · EIN 25-1352803 | Accounting | $124,833 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $27,500 |
BREDHOFF & KAISER1+ years Filed as: BREDHOFF & KAISER PLLC Service code 29 · EIN 52-0969534 | Legal | $11,132 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 49 · EIN 22-1146430 | Other Services | $6,280 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,139 | $99,314-97.8% | $129,384-98.3% | $99,314-97.8% |
| Participation rate | 88.4% | 71.7%+16.7pp | 69.6%+18.8pp | 71.7%+16.7pp |
| Annual return | 0.00% | 17.67%-17.7pp | 9461.77%-9461.8pp | 17.67%-17.7pp |
| Employer contribution / active EE | $404 | $3,264-87.6% | $4,153-90.3% | $3,264-87.6% |
| Participant deferral / active EE | $1,388 | $5,346-74.0% | $4,166-66.7% | $5,346-74.0% |
| Admin fee / account holder | $101 | $109-7.0% | $7,686-98.7% | $109-7.0% |