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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 50 200 DRYDEN ROAD · DRESHER, PA 19025 | Direct Payment | $3,413 |
TIAA4+ years Filed as: TIAA-CREF Service code 50 · EIN 13-1624203 | Direct Payment | $856 |
THE VANGUARD GROUP, INC.4+ years Service code 50 · EIN 23-1945930 | Direct Payment | $490 |
Service code 50 · EIN 04-2647786 | Direct Payment | $235 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,730 | $48,570-49.1% | $130,660-81.1% | $72,983-66.1% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 7.10% | 38.63%-31.5pp | 1709.29%-1702.2pp | 81.01%-73.9pp |
| Employer contribution / active EE | $1,660 | $1,334+24.4% | $4,092-59.4% | $2,440-32.0% |
| Participant deferral / active EE | $3,065 | $2,384+28.6% | $3,603-14.9% | $3,608-15.0% |
| Admin fee / account holder | $34 | $3,549-99.0% | $5,463-99.4% | $5,124-99.3% |