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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 95-3084599 | Contract Administrator | $2,111,569 |
THE VANGUARD GROUP, INC.8 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $984,847 |
KRAW LAW GROUP2 years Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $128,456 |
RVK, INC.2 years Service code 27 · EIN 93-0910652 | Advisory (Plan) | $106,564 |
LOGICALIS2 years Filed as: LOGICALIS, INC. Service code 49 · EIN 13-4000122 | Other Services | $94,234 |
TOP TIER RESOURCES INC7 years Service code 16 · EIN 82-2957919 | Consulting | $72,063 |
WELLS FARGO BANK, N.A.2 years Service code 21 · EIN 94-1347393 | Bank Trustee | $58,499 |
MMA SECURITIES LLC2 years Filed as: MARSH MCLENNAN COMPANIES, INC. Service code 53 · EIN 36-2668272 | Insurance Commissions | $52,709 |
LEVEL 3 FINANCING, INC1 year Service code 49 · EIN 47-0735805 | Other Services | $46,415 |
Service code 49 · EIN 33-0633164 | Other Services | $42,125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,052 | $93,901-42.4% | $150,734-64.1% | $93,901-42.4% |
| Participation rate | 72.6% | 81.9%-9.3pp | 78.4%-5.8pp | 81.9%-9.3pp |
| Annual return | 10.49% | 11.15%-0.7pp | 600.81%-590.3pp | 11.15%-0.7pp |
| Employer contribution / active EE | $6,874 | $4,205+63.5% | $4,918+39.8% | $4,205+63.5% |
| Participant deferral / active EE | $0 | $4,155-100.0% | $5,610-100.0% | $4,155-100.0% |
| Admin fee / account holder | $206 | $66+209.2% | $14,905-98.6% | $66+209.2% |