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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $19,159 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 415 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $2,075 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,145 | $65,092+69.2% | $143,799-23.4% | $66,938+64.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -22.73% | -11.14%-11.6pp | -0.04%-22.7pp | 1.58%-24.3pp |
| Employer contribution / active EE | $6,641 | $2,362+181.2% | $4,952+34.1% | $2,545+160.9% |
| Participant deferral / active EE | $4,880 | $2,920+67.1% | $5,638-13.5% | $4,238+15.1% |
| Admin fee / account holder | $70 | $502-86.0% | $14,677-99.5% | $594-88.2% |