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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $35,934 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 415 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $7,425 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,309 | $82,978-62.3% | $130,231-76.0% | $74,460-58.0% |
| Participation rate | 73.5% | 73.7%-0.1pp | 76.3%-2.8pp | 70.7%+2.8pp |
| Annual return | -20.18% | 123.05%-143.2pp | 38.86%-59.0pp | 34.38%-54.6pp |
| Employer contribution / active EE | $968 | $3,391-71.5% | $4,126-76.5% | $2,638-63.3% |
| Participant deferral / active EE | $4,396 | $5,370-18.1% | $6,799-35.3% | $4,530-2.9% |
| Admin fee / account holder | $118 | $354-66.6% | $6,020-98.0% | $348-66.0% |