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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 13 · EIN 23-1945930 1655 43RD STREET SOUTH · FARGO, ND 58103 | Contract Administrator | $48,836 |
BOKF, NA1 year Service code 21 · EIN 73-0780382 P.O. BOX 2300 · TULSA, OK 74102 | Bank Trustee | $36,523 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL Service code 10 · EIN 75-0786316 PO BOX 11345 · MIDLAND, TX 79702 | Accounting | $6,180 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES, LLC Service code 13 7230 LEE DEFOREST DR · COLUMBIA, MD 21046 | Contract Administrator | $3,353 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,982 | $82,202-92.7% | $125,339-95.2% | $64,808-90.8% |
| Participation rate | 73.8% | 77.9%-4.1pp | 82.4%-8.6pp | 71.5%+2.3pp |
| Annual return | -14.09% | 3.48%-17.6pp | 572.05%-586.1pp | 32.82%-46.9pp |
| Employer contribution / active EE | $486 | $3,615-86.6% | $4,814-89.9% | $2,506-80.6% |
| Participant deferral / active EE | $1,988 | $7,175-72.3% | $7,446-73.3% | $4,310-53.9% |
| Admin fee / account holder | $98 | $163-40.0% | $10,010-99.0% | $188-47.9% |