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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $27,491 |
SECURITIES AMERICA INC6 years Filed as: SECURITIES AMERICA, INC Service code 27 · EIN 11-2551174 12325 PORT GRACE BLVD., · LAVISTA, NE 68128 | Advisory (Plan) | $23,029 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $10,917 |
Service code 63 · EIN 36-3036100 | 12b-1 Fees | $2,000 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS Service code 63 415 8TH AVE NE, PO BOX 979 · BRAINERD, MN 56401 | 12b-1 Fees | $1,450 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,385 | $61,356+40.8% | $149,696-42.3% | $71,511+20.8% |
| Participation rate | 99.1% | 62.5%+36.6pp | 78.8%+20.4pp | 67.9%+31.2pp |
| Annual return | 15.55% | 35.86%-20.3pp | 134.46%-118.9pp | 28.86%-13.3pp |
| Employer contribution / active EE | $2,713 | $2,382+13.9% | $4,821-43.7% | $2,589+4.8% |
| Participant deferral / active EE | $3,532 | $2,920+21.0% | $5,682-37.8% | $4,291-17.7% |
| Admin fee / account holder | $197 | $1,263-84.4% | $13,212-98.5% | $1,588-87.6% |