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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 | $2,045,305 |
RETIREMENT STRATEGIES, INC.2 years Filed as: RETIREMENT STRATEGIES INC Service code 15 · EIN 58-2380163 | Recordkeeping | $8,100 |
ASCENSUS LLC2 years 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 | $104,012 | $52,961+96.4% | $172,752-39.8% | $65,185+59.6% |
| Participation rate | 99.0% | 66.2%+32.8pp | 82.6%+16.4pp | 70.2%+28.8pp |
| Annual return | 23.85% | 30.12%-6.3pp | 802.97%-779.1pp | 29.38%-5.5pp |
| Employer contribution / active EE | $5,134 | $2,190+134.4% | $5,144-0.2% | $2,177+135.9% |
| Participant deferral / active EE | $3,022 | $2,471+22.3% | $5,198-41.9% | $3,514-14.0% |
| Admin fee / account holder | $61 | $472-87.0% | $13,955-99.6% | $847-92.8% |