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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $4,443 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,290 | $91,621+47.7% | $67,511+100.4% | $77,671+74.2% |
| Participation rate | 72.7% | 76.0%-3.2pp | 72.9%-0.2pp | 70.6%+2.1pp |
| Annual return | 15.01% | 14.87%+0.1pp | 3517.41%-3502.4pp | 31.21%-16.2pp |
| Employer contribution / active EE | $451 | $3,184-85.8% | $2,733-83.5% | $2,726-83.5% |
| Participant deferral / active EE | $5,283 | $3,906+35.2% | $4,000+32.1% | $4,648+13.7% |
| Admin fee / account holder | $16 | $176-90.9% | $3,999-99.6% | $430-96.3% |