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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP INC Service code 21 · EIN 23-1945930 P.O. BOX 1851 · VALLEY FORGE, PA 194821851 | Bank Trustee | $54,425 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN, ATLANTA Service code 11 · EIN 58-1392124 POST OFFICE BOX 55788 · BOSTON, MA 02205 | Actuarial | $14,178 |
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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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -18.94% | -3.51%-15.4pp | -5.12%-13.8pp | -5.25%-13.7pp |
| Employer contribution / active EE | $17,857 | $11,313+57.8% | $31,020-42.4% | $15,161+17.8% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |