| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,098,716 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $10,075 |
KAISER FOUNDATION HEALTH PLAN2+ years Service code 14 · EIN 94-1340523 | Plan Administrator | $9,999 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,237 | $49,270+26.3% | $156,551-60.2% | $329,111-81.1% |
| Participation rate | 97.5% | 68.1%+29.4pp | 84.0%+13.5pp | 67.9%+29.6pp |
| Annual return | 7.28% | 23.25%-16.0pp | 32.23%-24.9pp | 16.35%-9.1pp |
| Employer contribution / active EE | $4,510 | $1,534+193.9% | $5,501-18.0% | $2,303+95.8% |
| Participant deferral / active EE | $1,125 | $2,920-61.5% | $4,871-76.9% | $3,682-69.4% |
| Admin fee / account holder | $23 | $51-53.8% | $13,028-99.8% | $754-96.9% |