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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 | $24,790 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,194 |
Service code 14 · EIN 20-5321813 | Plan Administrator | $10,072 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,311 | $37,196-32.0% | $154,111-83.6% | $55,725-54.6% |
| Participation rate | 76.3% | 64.1%+12.2pp | 83.0%-6.8pp | 70.9%+5.4pp |
| Annual return | -5.69% | 1319.68%-1325.4pp | 735.18%-740.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $660 | $1,614-59.1% | $5,298-87.5% | $2,078-68.2% |
| Participant deferral / active EE | $7,887 | $2,068+281.4% | $5,081+55.2% | $3,356+135.0% |
| Admin fee / account holder | $134 | $102+31.9% | $13,411-99.0% | $115+16.3% |