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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $28,712 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 415 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $7,800 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,987 | $55,470+103.7% | $155,556-27.4% | $74,478+51.7% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.8pp | 67.2%+31.8pp |
| Annual return | 15.07% | 269.80%-254.7pp | 64.84%-49.8pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $5,415 | $2,267+138.9% | $4,675+15.8% | $2,626+106.2% |
| Participant deferral / active EE | $3,987 | $2,838+40.5% | $5,631-29.2% | $4,350-8.3% |
| Admin fee / account holder | $66 | $1,744-96.2% | $15,885-99.6% | $1,946-96.6% |