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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 26 · EIN 20-1409613 | Advisory (Participants) | $15,784 |
Service code 15 · EIN 20-4780677 | Recordkeeping | $4,220 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $3,573 |
ASCENSUS LLC3 years Filed as: ASCENSUS, LLC Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,422 | $101,499+72.8% | $147,005+19.3% | $74,546+135.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.17% | 8732.34%-8717.2pp | 418.76%-403.6pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $4,221 | $3,811+10.8% | $4,934-14.5% | $2,624+60.8% |
| Participant deferral / active EE | $10,503 | $7,304+43.8% | $8,070+30.2% | $4,347+141.6% |
| Admin fee / account holder | $111 | $1,748-93.6% | $13,006-99.1% | $1,944-94.3% |