Filed November 30, 2020
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $33,068 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS, STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $14,430 |
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREMENT INC Service code 13 · EIN 39-1884254 | Contract Administrator | $13,645 |
ASCENSUS LLC2 years Filed as: ASCENSUS, INC. Service code 15 | Recordkeeping | $9 |
ASCENSUS LLC2 years Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,423 | $84,948-87.7% | $70,449-85.2% | $73,409-85.8% |
| Participation rate | 84.7% | 79.9%+4.7pp | 75.1%+9.6pp | 72.2%+12.5pp |
| Annual return | 17.43% | 13.39%+4.0pp | 109.03%-91.6pp | 59.29%-41.9pp |
| Employer contribution / active EE | $1,051 | $2,834-62.9% | $2,737-61.6% | $2,234-53.0% |
| Participant deferral / active EE | $1,482 | $3,387-56.2% | $3,709-60.0% | $3,805-61.1% |
| Admin fee / account holder | $93 | $98-5.5% | $3,845-97.6% | $158-41.3% |