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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $482,207 |
MARITIME ASSOCIATION3+ years Service code 14 · EIN 74-1721447 | Plan Administrator | $233,765 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $103,165 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $93,696 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 74-0488832 | Accounting | $65,498 |
CM LAW PLLC1 year Service code 29 · EIN 46-2822560 | Legal | $18,785 |
ROCKIT CONSULTING3+ years Service code 16 · EIN 46-0712549 | Consulting | $16,576 |
US BANK3+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $15,568 |
BYRNE SOFTWARE3+ years Service code 15 · EIN 43-1853340 | Recordkeeping | $10,906 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,146 | $100,573+113.9% | $78,004+175.8% | $100,573+113.9% |
| Participation rate | 90.2% | 70.9%+19.3pp | 69.4%+20.8pp | 70.9%+19.3pp |
| Annual return | 11.43% | 18.89%-7.5pp | 31.07%-19.6pp | 18.89%-7.5pp |
| Employer contribution / active EE | $16,905 | $3,763+349.2% | $2,469+584.8% | $3,763+349.2% |
| Participant deferral / active EE | $1,335 | $4,921-72.9% | $4,092-67.4% | $4,921-72.9% |
| Admin fee / account holder | $284 | $454-37.4% | $7,578-96.2% | $454-37.4% |