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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $104,311 |
Filed as: REDWOOD EMPIRE ELECTRICAL Service code 99 · EIN 94-6186900 | Other Fees | $42,174 |
TRUCKER HUSS1+ years Filed as: TRUCKER & HUSS ATTORNEY Service code 22 · EIN 94-3216063 | Insurance Broker | $37,215 |
RAEL & LETSON1+ years Filed as: RAEL & LETSON, INC. Service code 17 · EIN 94-1701048 | Pension Consulting | $19,500 |
HEMMING MORSE1+ years Filed as: HEMMING MORSE, LLP Service code 10 · EIN 30-0702322 | Accounting | $17,417 |
COMPLIANCE AUDIT SERVICES1+ years Filed as: COMPLIANCE AUDIT SERVICES, INC Service code 99 · EIN 94-3134229 | Other Fees | $8,802 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,299 | $50,498+233.3% | $75,784+122.1% | $55,191+204.9% |
| Participation rate | 97.5% | 69.4%+28.0pp | 75.8%+21.6pp | 69.2%+28.3pp |
| Annual return | -0.03% | 1.80%-1.8pp | 9.68%-9.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $6,043 | $2,291+163.8% | $3,323+81.8% | $1,899+218.3% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $318 | $123+158.4% | $5,300-94.0% | $91+250.2% |