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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 | $55,423+103.9% | $155,602-27.4% | $74,400+51.9% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.8pp | 67.2%+31.8pp |
| Annual return | 15.07% | 269.07%-254.0pp | 64.81%-49.7pp | 1367.51%-1352.4pp |
| Employer contribution / active EE | $5,415 | $2,266+139.0% | $4,675+15.8% | $2,624+106.3% |
| Participant deferral / active EE | $3,987 | $2,835+40.7% | $5,629-29.2% | $4,348-8.3% |
| Admin fee / account holder | $66 | $1,744-96.2% | $15,923-99.6% | $1,944-96.6% |