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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 17 · EIN 20-1409613 | Pension Consulting | $12,240 |
Service code 29 · EIN 20-4780677 | Legal | $2,130 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $2,026 |
ASCENSUS LLC1 year 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 | $138,061 | $84,499+63.4% | $125,391+10.1% | $66,949+106.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.94% | -8.49%-7.4pp | 572.41%-588.3pp | 1.57%-17.5pp |
| Employer contribution / active EE | $4,116 | $3,554+15.8% | $4,816-14.5% | $2,545+61.7% |
| Participant deferral / active EE | $10,109 | $6,785+49.0% | $7,448+35.7% | $4,239+138.5% |
| Admin fee / account holder | $86 | $685-87.4% | $10,009-99.1% | $594-85.5% |