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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 26 · EIN 20-1409613 | Advisory (Participants) | $12,882 |
Service code 15 · EIN 20-4780677 | Recordkeeping | $3,100 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $2,538 |
ASCENSUS LLC2 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 | $167,110 | $91,439+82.8% | $135,974+22.9% | $71,511+133.7% |
| Participation rate | 99.3% | 75.7%+23.7pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 17.97% | 29.90%-11.9pp | 68.30%-50.3pp | 28.86%-10.9pp |
| Employer contribution / active EE | $4,110 | $3,705+10.9% | $4,859-15.4% | $2,589+58.7% |
| Participant deferral / active EE | $10,429 | $7,093+47.0% | $7,760+34.4% | $4,291+143.1% |
| Admin fee / account holder | $90 | $1,267-92.9% | $10,767-99.2% | $1,588-94.3% |