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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANCO POPULAR Service code 24 · EIN 66-6021522 | Discretionary Trustee | $238,309 |
Filed as: VOYA Service code 15 · EIN 04-3516284 | Recordkeeping | $96,558 |
CROWE LLP1+ years Service code 10 · EIN 35-0921680 | Accounting | $34,740 |
WINSTON & STRAWN LLP1+ years Filed as: WINSTON & STRAWN Service code 29 · EIN 36-1975990 | Legal | $8,912 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS STABLE VALUE Service code 28 · EIN 13-3575636 | Investment Management | $6,968 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,240 | $107,415-70.9% | $135,998-77.0% | $80,187-61.0% |
| Participation rate | 99.4% | 78.0%+21.3pp | 81.9%+17.4pp | 72.9%+26.4pp |
| Annual return | 13.85% | 91.99%-78.1pp | 68.37%-54.5pp | 40.40%-26.6pp |
| Employer contribution / active EE | $2,115 | $3,878-45.5% | $4,860-56.5% | $2,980-29.0% |
| Participant deferral / active EE | $3,240 | $8,189-60.4% | $7,761-58.2% | $5,016-35.4% |
| Admin fee / account holder | $164 | $127+28.7% | $10,769-98.5% | $145+12.8% |