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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC9 years Filed as: ASCENSUS Service code 50 200 DRYDEN ROAD · DRESHER, PA 19025 | Direct Payment | $10,922 |
TIAA10+ years Filed as: TIAA-CREF Service code 50 · EIN 13-1624203 | Direct Payment | $669 |
THE VANGUARD GROUP, INC.10+ years Service code 50 · EIN 23-1945930 | Direct Payment | $180 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 50 · EIN 04-2647786 | Direct Payment | $155 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,834 | $56,431-38.3% | $130,788-73.4% | $87,485-60.2% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 9.59% | 91.27%-81.7pp | 386.44%-376.9pp | 26.06%-16.5pp |
| Employer contribution / active EE | $1,675 | $1,549+8.1% | $3,558-52.9% | $2,596-35.5% |
| Participant deferral / active EE | $3,162 | $2,749+15.0% | $4,137-23.6% | $4,274-26.0% |
| Admin fee / account holder | $80 | $4,433-98.2% | $6,673-98.8% | $7,775-99.0% |