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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $104,248 |
Filed as: UBS FINANICAL SERVICES INC Service code 17 · EIN 13-2638166 | Pension Consulting | $32,543 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $22,103 |
K&L GATES3 years Filed as: K & L GATES LLP Service code 17 · EIN 25-0921018 | Pension Consulting | $18,714 |
Annual investment return 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 | $38,225 | $95,438-59.9% | $135,982-71.9% | $74,473-48.7% |
| Participation rate | 96.4% | 78.2%+18.2pp | 81.9%+14.5pp | 70.7%+25.6pp |
| Annual return | 16.71% | 32.61%-15.9pp | 68.32%-51.6pp | 34.36%-17.6pp |
| Employer contribution / active EE | $3,013 | $3,878-22.3% | $4,859-38.0% | $2,638+14.2% |
| Participant deferral / active EE | $3,831 | $7,790-50.8% | $7,760-50.6% | $4,530-15.4% |
| Admin fee / account holder | $162 | $259-37.5% | $10,767-98.5% | $347-53.3% |