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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 10 · EIN 23-1945930 | Accounting | $9,690 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 99 · EIN 11-3665754 | Other Fees | $7,300 |
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 | $66,957 | $52,293+28.0% | $178,503-62.5% | $73,412-8.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 19.01% | 34.75%-15.7pp | 151.12%-132.1pp | 59.30%-40.3pp |
| Employer contribution / active EE | $5,831 | $1,736+235.9% | $5,011+16.4% | $2,234+161.1% |
| Participant deferral / active EE | $3,732 | $2,333+60.0% | $5,202-28.3% | $3,806-1.9% |
| Admin fee / account holder | $12 | $127-90.6% | $13,987-99.9% | $158-92.4% |