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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $117,170 |
TRUCKER HUSS1 year Service code 22 · EIN 94-3216063 | Insurance Broker | $32,207 |
ALICE ANDRZEJEWSKI1 year Filed as: ALICE MARSHALL Service code 30 · EIN 94-6186900 PENSION · SANTA ROSA, CA 95403 | Employee (plan); Direct payment from ... | $24,553 |
SARAH PADGETT1 year Filed as: SARAH MILLER Service code 30 · EIN 94-6186900 PENSION · SANTA ROSA, CA 95403 | Direct payment from the plan; Employe... | $20,689 |
RAEL & LETSON3+ years Filed as: RAEL & LETSON, INC. Service code 17 · EIN 94-1701048 | Pension Consulting | $19,500 |
HEMMING MORSE2 years Service code 10 · EIN 30-0702322 | Accounting | $16,935 |
Filed as: COMPLIANCE AUDIT SERVICES, INC. Service code 10 · EIN 94-3134229 | Accounting | $12,931 |
S CAMPBELL2 years Filed as: SUE CAMPBELL Service code 22 · EIN 77-0102183 | Insurance Broker | $8,560 |
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 | $197,033 | $60,545+225.4% | $92,240+113.6% | $69,634+183.0% |
| Participation rate | 98.2% | 72.2%+26.0pp | 76.5%+21.7pp | 70.7%+27.5pp |
| Annual return | 16.15% | 19.71%-3.6pp | 176.29%-160.1pp | 27572.26%-27556.1pp |
| Employer contribution / active EE | $7,698 | $2,633+192.3% | $3,680+109.2% | $2,032+278.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $329 | $145+127.3% | $5,194-93.7% | $110+198.0% |