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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $106,920 |
Filed as: REDWOOD EMPIRE ELECTRICAL Service code 99 · EIN 94-6186900 | Other Fees | $55,027 |
TRUCKER HUSS2+ years Filed as: TRUCKER & HUSS ATTORNEY Service code 22 · EIN 94-3216063 | Insurance Broker | $32,345 |
HEMMING MORSE1 year Service code 10 · EIN 30-0702322 | Accounting | $27,511 |
RAEL & LETSON1 year Filed as: RAEL & LETSON, INC Service code 17 · EIN 94-1701048 | Pension Consulting | $23,500 |
S CAMPBELL1 year Filed as: SUE CAMPBELL Service code 22 · EIN 77-0102183 | Insurance Broker | $9,575 |
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 | $170,873 | $57,921+195.0% | $84,753+101.6% | $57,661+196.3% |
| Participation rate | 97.5% | 72.9%+24.6pp | 76.6%+20.9pp | 70.2%+27.3pp |
| Annual return | 6.79% | 10.24%-3.4pp | 22.78%-16.0pp | 5.13%+1.7pp |
| Employer contribution / active EE | $5,956 | $2,598+129.2% | $3,574+66.6% | $1,974+201.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $332 | $130+156.0% | $5,333-93.8% | $95+251.2% |