Filed February 17, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VAQUERO PRIVATE WEALTH, LTD Service code 26 · EIN 82-1936103 | Advisory (Participants) | $13,657 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,916 | $79,438-0.7% | $106,551-25.9% | $79,393-0.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 76.1%-9.5pp | 70.7%-4.0pp |
| Annual return | 14.27% | 18.27%-4.0pp | 26.80%-12.5pp | 116.87%-102.6pp |
| Employer contribution / active EE | $1,468 | $2,235-34.3% | $2,819-47.9% | $2,428-39.5% |
| Participant deferral / active EE | $3,784 | $3,824-1.1% | $4,398-14.0% | $4,046-6.5% |
| Admin fee / account holder | $525 | $523+0.5% | $7,408-92.9% | $627-16.1% |