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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC Service code 21 · EIN 23-1945930 P.O. BOX 1851 · VALLEY FORGE, PA 194821851 | Bank Trustee | $44,603 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN, ATLANTA Service code 11 · EIN 58-1392124 POST OFFICE BOX 55788 · BOSTON, MA 02205 | Actuarial | $14,372 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 10.09% | 11.70%-1.6pp | 7.32%+2.8pp | 18.35%-8.3pp |
| Employer contribution / active EE | $11,290 | $9,106+24.0% | $23,426-51.8% | $14,669-23.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |