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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $109,415 |
Service code 17 · EIN 13-2638166 | Pension Consulting | $31,595 |
NWPS1 year Service code 15 · EIN 91-1526584 | Recordkeeping | $14,080 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $7,875 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,993 | $82,163-62.3% | $125,358-75.3% | $64,811-52.2% |
| Participation rate | 97.4% | 77.9%+19.5pp | 82.4%+15.0pp | 71.5%+25.9pp |
| Annual return | -16.04% | 3.49%-19.5pp | 572.03%-588.1pp | 32.83%-48.9pp |
| Employer contribution / active EE | $2,352 | $3,616-35.0% | $4,814-51.2% | $2,506-6.2% |
| Participant deferral / active EE | $3,310 | $7,175-53.9% | $7,447-55.6% | $4,310-23.2% |
| Admin fee / account holder | $149 | $163-8.9% | $10,007-98.5% | $188-20.8% |