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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1477778 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,401 | $65,428-47.4% | $169,397-79.7% | $71,529-51.9% |
| Participation rate | 89.6% | 66.9%+22.7pp | 77.2%+12.4pp | 67.9%+21.6pp |
| Annual return | 20.57% | 21.35%-0.8pp | 406.23%-385.7pp | 28.97%-8.4pp |
| Employer contribution / active EE | $2,396 | $2,064+16.1% | $4,013-40.3% | $2,590-7.5% |
| Participant deferral / active EE | $4,698 | $4,360+7.8% | $6,223-24.5% | $4,291+9.5% |
| Admin fee / account holder | $115 | $1,328-91.4% | $9,017-98.7% | $1,588-92.8% |