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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 95-3084599 | Contract Administrator | $1,536,770 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD TROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $957,878 |
KRAW LAW GROUP8+ years Service code 29 · EIN 32-0465891 | Legal | $137,429 |
RVK, INC.1 year Filed as: RV KUHNS & ASSOCIATES INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $94,370 |
TOP TIER RESOURCES INC5 years Service code 16 · EIN 82-2957919 | Consulting | $90,721 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $57,523 |
LOGICALIS5 years Service code 49 · EIN 13-4000122 | Other Services | $53,680 |
MMA SECURITIES LLC5 years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 53 | Insurance Commissions | $34,517 |
Filed as: GENERATION COMPUTING Service code 15 · EIN 33-0451285 | Recordkeeping | $32,671 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $32,541 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,112 | $55,730-40.6% | $96,543-65.7% | $96,393-65.6% |
| Participation rate | 87.4% | 82.8%+4.6pp | 74.3%+13.0pp | 71.3%+16.1pp |
| Annual return | 0.01% | 12.78%-12.8pp | 35.75%-35.7pp | 22.88%-22.9pp |
| Employer contribution / active EE | $5,392 | $4,014+34.3% | $3,741+44.1% | $3,239+66.5% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $126 | $105+19.5% | $6,737-98.1% | $74+70.6% |