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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $20,226 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 415 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $1,525 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
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 | $118,039 | $61,356+92.4% | $149,696-21.1% | $71,511+65.1% |
| Participation rate | 98.9% | 62.5%+36.4pp | 78.8%+20.2pp | 67.9%+31.0pp |
| Annual return | 20.76% | 35.86%-15.1pp | 134.46%-113.7pp | 28.86%-8.1pp |
| Employer contribution / active EE | $1,969 | $2,382-17.3% | $4,821-59.2% | $2,589-23.9% |
| Participant deferral / active EE | $3,717 | $2,920+27.3% | $5,682-34.6% | $4,291-13.4% |
| Admin fee / account holder | $68 | $1,263-94.6% | $13,212-99.5% | $1,588-95.7% |