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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $4,185 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $2,805 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,053 | $60,504+25.7% | $81,882-7.1% | $74,478+2.1% |
| Participation rate | 89.7% | 62.9%+26.8pp | 72.4%+17.3pp | 67.2%+22.5pp |
| Annual return | 20.34% | 16.91%+3.4pp | 779.47%-759.1pp | 1370.56%-1350.2pp |
| Employer contribution / active EE | $3,881 | $2,627+47.8% | $2,916+33.1% | $2,626+47.8% |
| Participant deferral / active EE | $9,662 | $3,400+184.2% | $4,323+123.5% | $4,350+122.1% |
| Admin fee / account holder | $0 | $1,492-100.0% | $7,360-100.0% | $1,946-100.0% |