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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,024 |
ASCENSUS LLC1 year Filed as: ASCENSUS TRUST CO Service code 62 1655 43RD STREET SOUTH · FARGO, ND 58103 | Float revenue | $6,781 |
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 | $60,109 | $77,817-22.8% | $123,553-51.3% | $64,173-6.3% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | -2.16% | 12.49%-14.6pp | 119.21%-121.4pp | 7.63%-9.8pp |
| Employer contribution / active EE | $10,273 | $3,014+240.8% | $4,628+122.0% | $2,381+331.5% |
| Participant deferral / active EE | $11,078 | $5,240+111.4% | $6,426+72.4% | $3,470+219.3% |
| Admin fee / account holder | $103 | $5,519-98.1% | $9,284-98.9% | $4,887-97.9% |