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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552331 | Recordkeeping | $5,161 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT Service code 37 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Loan Processing | $2,700 |
ASCENSUS LLC1 year Service code 64 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping Fees | $0 |
WINSTON & STRAWN LLP1 year Service code 16 1901 L. STREET NW · WASHINGTON, DC 20036 | Consulting | $0 |
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 | $63,316 | $79,169-20.0% | $100,415-36.9% | $74,478-15.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 18.29% | 20.51%-2.2pp | 49.47%-31.2pp | 1370.56%-1352.3pp |
| Employer contribution / active EE | $3,087 | $3,017+2.3% | $3,943-21.7% | $2,626+17.5% |
| Participant deferral / active EE | $5,756 | $7,751-25.7% | $8,091-28.9% | $4,350+32.3% |
| Admin fee / account holder | $60 | $1,337-95.5% | $7,906-99.2% | $1,946-96.9% |