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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $18,752 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,355 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,012 | $122,063-10.7% | $184,256-40.8% | $74,478+46.4% |
| Participation rate | 99.1% | 85.5%+13.6pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 17.23% | 19.92%-2.7pp | 28.85%-11.6pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $3,019 | $4,539-33.5% | $6,427-53.0% | $2,626+15.0% |
| Participant deferral / active EE | $6,594 | $7,144-7.7% | $9,133-27.8% | $4,350+51.6% |
| Admin fee / account holder | $199 | $1,253-84.1% | $13,899-98.6% | $1,946-89.8% |