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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $28,979 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 415 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $9,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,948 | $89,248-60.8% | $136,007-74.3% | $74,495-53.1% |
| Participation rate | 37.6% | 69.4%-31.9pp | 76.5%-38.9pp | 67.2%-29.6pp |
| Annual return | -44.64% | 22.76%-67.4pp | 579.32%-624.0pp | 1364.94%-1409.6pp |
| Employer contribution / active EE | $582 | $2,838-79.5% | $4,217-86.2% | $2,623-77.8% |
| Participant deferral / active EE | $2,796 | $4,598-39.2% | $7,025-60.2% | $4,346-35.7% |
| Admin fee / account holder | $162 | $1,545-89.5% | $6,858-97.6% | $1,942-91.7% |