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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 | $20,757 |
Filed as: RETIREMENT STRATEGIES INC Service code 15 · EIN 58-2380163 | Recordkeeping | $100 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,100 | $47,977+41.9% | $154,108-55.8% | $56,289+21.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.08% | 3.54%-8.6pp | 735.21%-740.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $4,730 | $2,169+118.1% | $5,298-10.7% | $2,111+124.1% |
| Participant deferral / active EE | $2,831 | $2,392+18.4% | $5,081-44.3% | $3,350-15.5% |
| Admin fee / account holder | $71 | $438-83.7% | $13,411-99.5% | $521-86.3% |