Filed May 10, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 27 · EIN 23-1945930 | Advisory (Plan) | $26,097 |
TPA SERVICES, INC.1 year Filed as: TPA SERVICES INC Service code 15 · EIN 84-1571661 7108 S ALTON WAY · CENTENNIAL, CO 80112 | Recordkeeping | $18,505 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $125 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 27 · EIN 82-0543156 | Advisory (Plan) | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,307 | $95,417-66.1% | $135,974-76.2% | $74,460-56.6% |
| Participation rate | 51.1% | 78.2%-27.1pp | 81.9%-30.8pp | 70.7%-19.6pp |
| Annual return | 23.69% | 32.76%-9.1pp | 68.30%-44.6pp | 34.38%-10.7pp |
| Employer contribution / active EE | $1,178 | $3,878-69.6% | $4,859-75.8% | $2,638-55.3% |
| Participant deferral / active EE | $2,532 | $7,789-67.5% | $7,760-67.4% | $4,530-44.1% |
| Admin fee / account holder | $69 | $266-73.9% | $10,767-99.4% | $348-80.1% |