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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $933,047 |
PETRA CONSULTING GROUP, INC3+ years Service code 16 · EIN 95-4308045 | Consulting | $266,557 |
CPAS SYSTEMS INC2 years Service code 49 | Other Services | $110,498 |
KRAW LAW GROUP3+ years Service code 29 · EIN 32-0465891 | Legal | $96,008 |
RVK, INC.3+ years Filed as: R.V.KUHNS & ASSOCIATES Service code 16 · EIN 93-0910652 | Consulting | $75,201 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $49,971 |
LINDQUIST LLP1 year Service code 10 · EIN 52-2385296 | Accounting | $42,671 |
CORNWELL & BALDWIN3+ years Service code 29 · EIN 32-0453228 | Legal | $30,306 |
GUIDEPOST SOLUTIONS LLC1 year Filed as: GUIDEPOST SOLUTIONS, LLC Service code 16 707 WILSHIRE BLVD., 3580 · LOS ANGELES, CA 90017 | Consulting | $26,168 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 49 711 GRAND AVENUE, SUITE 210 · SAN RAFAEL, CA 94901 | Other Services | $23,310 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,220 | $49,973-29.5% | $83,831-58.0% | $73,367-52.0% |
| Participation rate | 92.5% | 77.8%+14.7pp | 76.1%+16.4pp | 69.5%+23.0pp |
| Annual return | 8.89% | 0.83%+8.1pp | 850.99%-842.1pp | 173.45%-164.6pp |
| Employer contribution / active EE | $2,662 | $3,293-19.2% | $3,631-26.7% | $2,499+6.5% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $155 | $95+62.8% | $5,479-97.2% | $68+126.7% |