| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,373,455 |
QDRO CONSULTANTS COMPANY, LLC3+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $15,200 |
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 | $69,979 | $53,684+30.4% | $170,435-58.9% | $80,976-13.6% |
| Participation rate | 97.9% | 69.2%+28.7pp | 83.6%+14.3pp | 68.3%+29.6pp |
| Annual return | 17.51% | 25.97%-8.5pp | 205.94%-188.4pp | 22.91%-5.4pp |
| Employer contribution / active EE | $4,577 | $1,642+178.8% | $5,432-15.7% | $2,402+90.5% |
| Participant deferral / active EE | $1,112 | $3,017-63.1% | $4,939-77.5% | $3,848-71.1% |
| Admin fee / account holder | $29 | $46-38.1% | $13,881-99.8% | $67-57.4% |