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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 | $60,393+25.9% | $81,820-7.0% | $74,429+2.2% |
| Participation rate | 89.7% | 62.9%+26.8pp | 72.4%+17.3pp | 67.2%+22.5pp |
| Annual return | 20.34% | 16.89%+3.4pp | 777.93%-757.6pp | 1368.38%-1348.0pp |
| Employer contribution / active EE | $3,881 | $2,626+47.8% | $2,915+33.1% | $2,625+47.9% |
| Participant deferral / active EE | $9,662 | $3,397+184.4% | $4,323+123.5% | $4,348+122.2% |
| Admin fee / account holder | $0 | $1,491-100.0% | $7,391-100.0% | $1,944-100.0% |