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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,116 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,010 | $49,693-15.5% | $70,548-40.5% | $74,440-43.6% |
| Participation rate | 47.0% | 64.7%-17.7pp | 68.3%-21.3pp | 70.7%-23.7pp |
| Annual return | 17.15% | 21.22%-4.1pp | 32.78%-15.6pp | 34.37%-17.2pp |
| Employer contribution / active EE | $1,286 | $1,773-27.5% | $2,975-56.8% | $2,638-51.3% |
| Participant deferral / active EE | $2,267 | $3,376-32.8% | $4,567-50.4% | $4,529-49.9% |
| Admin fee / account holder | $54 | $316-82.7% | $6,424-99.2% | $348-84.3% |