| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,884,450 |
TRUCKER HUSS1 year Service code 29 · EIN 94-3216063 | Legal | $239,718 |
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $174,186 |
DELOITTE & TOUCHE LLP1 year Service code 99 · EIN 13-3891517 | Other Fees | $41,010 |
Filed as: FIDELITY INVESTMENTS Service code 99 · EIN 04-3532603 | Other Fees | $20,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,509 | $100,179-25.6% | $84,029-11.3% | $89,609-16.9% |
| Participation rate | 27.9% | 54.1%-26.2pp | 69.0%-41.1pp | 69.6%-41.7pp |
| Annual return | 19.82% | 22.50%-2.7pp | 71.32%-51.5pp | 33.65%-13.8pp |
| Employer contribution / active EE | $249 | $816-69.5% | $1,984-87.5% | $2,584-90.4% |
| Participant deferral / active EE | $1,039 | $1,459-28.8% | $3,239-67.9% | $4,222-75.4% |
| Admin fee / account holder | $52 | $72-27.6% | $6,102-99.1% | $72-27.1% |