| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ASSET MANAGMENT Service code 15 · EIN 23-1945930 | Recordkeeping | $252,052 |
Filed as: SOUTHWEST SERVICE ADMINSTRATORS Service code 14 · EIN 86-0785790 6121 INDIAN SCHOOL RD · ALBUQUERQUE, NM 87110 | Plan Administrator | $77,028 |
CONNER & WINTERS1 year Service code 29 · EIN 73-1388566 808 TRAVIS STREET, 23RD FLOOR · HOUSTON, TX 77002 | Legal | $49,808 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 10700 NORTHUP WAY LLP · BELLEVUE, WA 98004 | Accounting | $46,713 |
RBC WEALTH MANAGEMENT1 year Service code 21 · EIN 41-1416330 100 CRESCENT COURT SUITE 1500 · DALLAS, TX 75201 | Bank Trustee | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,695 | $241,850-76.1% | $102,437-43.7% | $200,096-71.2% |
| Participation rate | 78.9% | 78.3%+0.6pp | 74.5%+4.4pp | 72.0%+6.9pp |
| Annual return | 16.01% | 17.67%-1.7pp | 24.95%-8.9pp | 34.26%-18.3pp |
| Employer contribution / active EE | $3,368 | $4,253-20.8% | $3,871-13.0% | $3,038+10.9% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $174 | $288-39.6% | $8,388-97.9% | $269-35.4% |