Filed March 5, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $810 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $600 |
Service code 13 · EIN 52-2351337 | Contract Administrator | $442 |
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 | $97,795 | $49,255+98.5% | $70,494+38.7% | $79,856+22.5% |
| Participation rate | 94.5% | 69.2%+25.4pp | 75.1%+19.5pp | 69.6%+24.9pp |
| Annual return | 14.05% | 30.10%-16.1pp | 109.16%-95.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $14,769 | $2,100+603.3% | $2,738+439.4% | $2,471+497.6% |
| Participant deferral / active EE | $7,915 | $2,768+185.9% | $3,711+113.3% | $3,741+111.6% |
| Admin fee / account holder | $3 | $2,879-99.9% | $3,848-99.9% | $5,306-99.9% |