Filed November 30, 2020
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $54,590 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS, STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $19,230 |
MAP RETIREMENT, INC.4 years Filed as: MAP RETIREMENT INC Service code 13 · EIN 39-1884254 | Contract Administrator | $18,600 |
ASCENSUS LLC4 years Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
ASCENSUS LLC4 years Filed as: ASCENSUS, INC. Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $7,180 | $79,124-90.9% | $60,899-88.2% | $64,814-88.9% |
| Participation rate | 85.9% | 77.7%+8.1pp | 73.1%+12.8pp | 71.5%+14.4pp |
| Annual return | -18.59% | -7.13%-11.5pp | 16.92%-35.5pp | 32.84%-51.4pp |
| Employer contribution / active EE | $1,288 | $3,050-57.8% | $2,702-52.4% | $2,507-48.6% |
| Participant deferral / active EE | $1,641 | $3,725-55.9% | $3,817-57.0% | $4,310-61.9% |
| Admin fee / account holder | $91 | $106-14.1% | $3,225-97.2% | $188-51.7% |