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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,987 |
ASCENSUS LLC3 years Filed as: FORUSALL ADVISORS Service code 27 · EIN 46-1803145 | Advisory (Plan) | $15,253 |
Employer 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 | $15,437 | $91,406-83.1% | $130,062-88.1% | $74,473-79.3% |
| Participation rate | 94.1% | 77.8%+16.3pp | 78.5%+15.6pp | 70.7%+23.4pp |
| Annual return | 16.23% | 23.21%-7.0pp | -137.37%+153.6pp | 34.36%-18.1pp |
| Employer contribution / active EE | $615 | $2,565-76.0% | $4,322-85.8% | $2,638-76.7% |
| Participant deferral / active EE | $2,726 | $4,724-42.3% | $5,821-53.2% | $4,530-39.8% |
| Admin fee / account holder | $139 | $283-51.0% | $10,601-98.7% | $347-60.0% |