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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 50 200 DRYDEN ROAD · DRESHER, PA 19025 | Direct Payment | $11,306 |
TIAA7+ years Filed as: TIAA-CREF Service code 50 · EIN 13-1624203 | Direct Payment | $706 |
THE VANGUARD GROUP, INC.7+ years Service code 50 · EIN 23-1945930 | Direct Payment | $240 |
Service code 50 · EIN 04-2647786 | Direct Payment | $176 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,329 | $46,689-47.9% | $117,498-79.3% | $68,495-64.5% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -7.46% | -14.52%+7.1pp | 29.75%-37.2pp | -7.84%+0.4pp |
| Employer contribution / active EE | $1,275 | $1,505-15.3% | $4,178-69.5% | $2,596-50.9% |
| Participant deferral / active EE | $3,187 | $2,637+20.9% | $4,071-21.7% | $4,028-20.9% |
| Admin fee / account holder | $68 | $4,021-98.3% | $5,646-98.8% | $5,403-98.7% |