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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 | $91,710+47.5% | $67,560+100.3% | $77,762+74.0% |
| Participation rate | 72.7% | 76.0%-3.3pp | 72.9%-0.2pp | 70.6%+2.1pp |
| Annual return | 15.01% | 14.88%+0.1pp | 3533.50%-3518.5pp | 31.27%-16.3pp |
| Employer contribution / active EE | $451 | $3,187-85.9% | $2,737-83.5% | $2,728-83.5% |
| Participant deferral / active EE | $5,283 | $3,911+35.1% | $4,004+31.9% | $4,651+13.6% |
| Admin fee / account holder | $16 | $245-93.5% | $3,994-99.6% | $433-96.3% |