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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $9,285 |
Service code 13 · EIN 52-1910770 ONE RESEARCH COURT · ROCKVILLE, MD 20850 | Contract Administrator | $1,150 |
ASCENSUS LLC1 year Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,276 | $58,320-53.2% | $86,451-68.4% | $66,949-59.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -13.80% | -9.71%-4.1pp | 4398.51%-4412.3pp | 1.57%-15.4pp |
| Employer contribution / active EE | $4,748 | $2,615+81.5% | $3,770+25.9% | $2,545+86.5% |
| Participant deferral / active EE | $7,308 | $6,899+5.9% | $6,953+5.1% | $4,239+72.4% |
| Admin fee / account holder | $46 | $546-91.6% | $6,734-99.3% | $594-92.3% |