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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD Service code 15 · EIN 23-2186884 | Recordkeeping | $86,656 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 | Contract Administrator | $83,607 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $67,031 |
SUGARMAN & SUSSKIND PA10+ years Filed as: SUGARMAN & SUSSKIND Service code 29 · EIN 59-2539792 | Legal | $36,224 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $19,209 |
IBEW-NECA SERVICE CENTER10+ years Filed as: IBEW LOCAL 728 UNION Service code 49 · EIN 59-0304061 | Other Services | $16,878 |
PROFUND SOLUTIONS10+ years Service code 16 9404 WEST 145TH TERRACE · OVERLAND PARK, KS 66221 | Consulting | $8,100 |
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 | $64,871 | $241,450-73.1% | $103,378-37.2% | $199,874-67.5% |
| Participation rate | 78.2% | 78.4%-0.2pp | 74.5%+3.7pp | 72.0%+6.2pp |
| Annual return | 9.72% | 17.80%-8.1pp | 24.91%-15.2pp | 34.28%-24.6pp |
| Employer contribution / active EE | $2,467 | $4,250-41.9% | $3,870-36.2% | $3,036-18.7% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $241 | $288-16.3% | $8,401-97.1% | $269-10.5% |