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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 11 P.O. BOX 219073 · KANSAS CITY, MO 64121 | Actuarial | $67,690 |
TRUCKER HUSS1 year Service code 29 135 MAIN STREET, 9TH FLOOR · SAN FRANCISCO, CA 941051815 | Legal | $57,900 |
Filed as: BERLA INVESTING Service code 27 PO BOX 4067 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $36,400 |
THE VANGUARD GROUP, INC.4+ years Service code 21 · EIN 23-1945930 | Bank Trustee | $28,296 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 2.73% | 9.72%-7.0pp | 10.75%-8.0pp | 13.24%-10.5pp |
| Employer contribution / active EE | $42,776 | $10,988+289.3% | $35,170+21.6% | $14,616+192.7% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |