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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $19,705 |
PREMIER PLAN CONSULTANTS5 years Service code 13 6215 FERRIS SQUARE SUITE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $6,275 |
ASCENSUS LLC5 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,036 | $101,653-76.4% | $147,080-83.7% | $74,459-67.7% |
| Participation rate | 79.8% | 75.6%+4.3pp | 82.2%-2.4pp | 67.2%+12.6pp |
| Annual return | 15.61% | 8754.98%-8739.4pp | 420.17%-404.6pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $3,029 | $3,813-20.6% | $4,933-38.6% | $2,626+15.3% |
| Participant deferral / active EE | $2,210 | $7,304-69.7% | $8,066-72.6% | $4,350-49.2% |
| Admin fee / account holder | $72 | $1,752-95.9% | $12,989-99.4% | $1,945-96.3% |