| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,025,099 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $346,947 |
KAISER FOUNDATION HEALTH PLAN1+ years Service code 14 · EIN 94-1340523 | Plan Administrator | $5,196 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,696 | $46,516+28.3% | $147,618-59.6% | $69,651-14.3% |
| Participation rate | 97.3% | 65.8%+31.5pp | 84.6%+12.7pp | 66.6%+30.7pp |
| Annual return | 0.55% | 9.48%-8.9pp | 61.98%-61.4pp | 53.77%-53.2pp |
| Employer contribution / active EE | $4,332 | $1,393+210.9% | $5,564-22.1% | $2,241+93.3% |
| Participant deferral / active EE | $1,098 | $2,719-59.6% | $4,895-77.6% | $3,635-69.8% |
| Admin fee / account holder | $30 | $45-32.9% | $11,612-99.7% | $63-52.5% |