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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $35,393 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 415 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $6,800 |
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 | $33,442 | $74,188-54.9% | $115,756-71.1% | $64,819-48.4% |
| Participation rate | 79.9% | 76.2%+3.7pp | 77.1%+2.9pp | 71.5%+8.5pp |
| Annual return | -14.61% | -11.81%-2.8pp | 143.14%-157.8pp | 32.84%-47.5pp |
| Employer contribution / active EE | $1,006 | $3,365-70.1% | $3,793-73.5% | $2,507-59.9% |
| Participant deferral / active EE | $4,558 | $5,294-13.9% | $6,254-27.1% | $4,311+5.7% |
| Admin fee / account holder | $79 | $148-46.4% | $8,124-99.0% | $188-57.7% |