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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 95-3084599 | Contract Administrator | $1,985,074 |
THE VANGUARD GROUP, INC.7 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $1,123,732 |
KRAW LAW GROUP1 year Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $126,831 |
RVK, INC.1 year Service code 27 · EIN 93-0910652 | Advisory (Plan) | $120,439 |
CDW DIRECT LLC8 years Filed as: CDW DIRECT Service code 15 · EIN 36-3310735 | Recordkeeping | $92,783 |
TOP TIER RESOURCES INC6 years Service code 16 · EIN 82-2957919 | Consulting | $84,315 |
ROTH STAFFING COMPANIES, LP3 years Filed as: ROTH STAFFING COMPANIES Service code 49 · EIN 33-0633164 | Other Services | $60,066 |
LOGICALIS1 year Filed as: LOGICALIS, INC. Service code 49 · EIN 13-4000122 | Other Services | $56,523 |
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 94-1347393 | Bank Trustee | $50,656 |
MMA SECURITIES LLC1 year Filed as: MARSH MCLENNAN COMPANIES, INC. Service code 53 · EIN 36-2668272 | Insurance Commissions | $38,658 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,592 | $63,356-34.4% | $102,437-59.4% | $106,553-61.0% |
| Participation rate | 78.6% | 84.3%-5.7pp | 74.5%+4.0pp | 69.8%+8.7pp |
| Annual return | 16.99% | 14.77%+2.2pp | 24.95%-8.0pp | 17.37%-0.4pp |
| Employer contribution / active EE | $6,790 | $4,310+57.5% | $3,871+75.4% | $3,359+102.2% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $163 | $110+48.0% | $8,388-98.1% | $80+104.7% |