Filed November 30, 2020
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $52,376 |
MAP RETIREMENT, INC.6 years Filed as: MAP RETIREMENT INC Service code 13 · EIN 39-1884254 | Contract Administrator | $25,686 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS, STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $23,631 |
ASCENSUS LLC6 years Filed as: ASCENSUS, INC. Service code 15 | Recordkeeping | $31 |
ASCENSUS LLC6 years Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,692 | $91,695-85.1% | $67,575-79.7% | $77,736-82.4% |
| Participation rate | 46.3% | 76.0%-29.7pp | 72.9%-26.6pp | 70.6%-24.3pp |
| Annual return | 12.78% | 14.88%-2.1pp | 3528.98%-3516.2pp | 31.26%-18.5pp |
| Employer contribution / active EE | $1,119 | $3,189-64.9% | $2,736-59.1% | $2,728-59.0% |
| Participant deferral / active EE | $1,538 | $3,912-60.7% | $4,003-61.6% | $4,651-66.9% |
| Admin fee / account holder | $133 | $245-45.6% | $3,993-96.7% | $433-69.3% |