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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,291 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,841 |
UNITED 401K PLANS, INC.3 years Service code 14 · EIN 20-5321813 | Plan Administrator | $6,552 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,923 | $136,307-72.9% | $177,821-79.2% | $73,488-49.8% |
| Participation rate | 91.6% | 86.1%+5.5pp | 87.7%+3.9pp | 70.7%+20.9pp |
| Annual return | 24.28% | 18.68%+5.6pp | 48.32%-24.0pp | 28.51%-4.2pp |
| Employer contribution / active EE | $2,162 | $3,712-41.8% | $5,918-63.5% | $2,270-4.8% |
| Participant deferral / active EE | $5,327 | $5,829-8.6% | $7,714-30.9% | $3,740+42.4% |
| Admin fee / account holder | $149 | $596-74.9% | $12,427-98.8% | $513-70.9% |