| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,352,440 |
TRUCKER HUSS1+ years Filed as: TUCKER HUSS Service code 29 · EIN 94-3216063 | Legal | $224,268 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $170,308 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE & TOUCHE, LLP Service code 99 · EIN 13-3891517 | Other Fees | $100,000 |
ALBERTSON'S COMPANIES LLC1+ years Service code 99 · EIN 47-5579477 | Other Fees | $79,581 |
Filed as: FIDELITY INV. INSTL OPS CO, INC. Service code 99 · EIN 04-3532603 | Other Fees | $55,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,504 | $38,510+62.3% | $74,549-16.2% | $73,367-14.8% |
| Participation rate | 36.6% | 53.5%-16.9pp | 69.1%-32.5pp | 69.5%-32.8pp |
| Annual return | -4.48% | -0.94%-3.5pp | 32.54%-37.0pp | 173.45%-177.9pp |
| Employer contribution / active EE | $231 | $774-70.2% | $1,961-88.2% | $2,499-90.8% |
| Participant deferral / active EE | $1,252 | $1,421-11.9% | $3,108-59.7% | $4,033-69.0% |
| Admin fee / account holder | $48 | $52-6.8% | $5,059-99.0% | $68-29.2% |