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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $24,095 |
TFB ADVISORS, LLC1 year Service code 15 · EIN 84-4383499 | Recordkeeping | $21,660 |
AMERITAS LIFE INSURANCE CORP8 years Service code 15 · EIN 47-0663374 | Recordkeeping | $19,971 |
TAX FAVORED BENEFITS, INC.5 years Service code 13 · EIN 48-0912395 | Contract Administrator | $14,760 |
Filed as: PICKETT, CHANEY AND MCMULLEN LLP Service code 10 · EIN 48-1246310 | Accounting | $9,550 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,328 | $76,112-27.3% | $96,534-42.7% | $71,511-22.6% |
| Participation rate | 97.6% | 74.4%+23.2pp | 76.0%+21.6pp | 67.9%+29.7pp |
| Annual return | 20.19% | 22.81%-2.6pp | 25.88%-5.7pp | 28.86%-8.7pp |
| Employer contribution / active EE | $2,098 | $2,248-6.7% | $2,965-29.3% | $2,589-19.0% |
| Participant deferral / active EE | $5,791 | $4,217+37.3% | $4,851+19.4% | $4,291+35.0% |
| Admin fee / account holder | $307 | $2,708-88.7% | $8,253-96.3% | $1,588-80.7% |