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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLSPRING FINANCIAL PARTNERS. Service code 27 4703 E CAMP LOWELL DR · TUCSON, AZ 85712 | Advisory (Plan) | $14,808 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,305 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,587 | $48,327+35.7% | $67,575-2.9% | $80,935-19.0% |
| Participation rate | 86.4% | 66.4%+20.0pp | 72.9%+13.5pp | 67.7%+18.8pp |
| Annual return | 10.48% | 18.31%-7.8pp | 3528.98%-3518.5pp | 35.66%-25.2pp |
| Employer contribution / active EE | $2,916 | $2,022+44.2% | $2,736+6.6% | $2,757+5.8% |
| Participant deferral / active EE | $5,869 | $2,927+100.5% | $4,003+46.6% | $4,299+36.5% |
| Admin fee / account holder | $143 | $3,692-96.1% | $3,993-96.4% | $6,924-97.9% |