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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $12,608 |
ASCENSUS LLC1 year Filed as: ACENSUS Service code 15 · EIN 45-0404698 | Recordkeeping | $7,608 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,268 | $99,957+31.3% | $149,715-12.3% | $73,493+78.6% |
| Participation rate | 98.5% | 75.7%+22.8pp | 82.5%+16.1pp | 70.7%+27.9pp |
| Annual return | 18.20% | 53.87%-35.7pp | 276.66%-258.5pp | 28.51%-10.3pp |
| Employer contribution / active EE | $17,521 | $3,191+449.0% | $4,645+277.2% | $2,270+671.8% |
| Participant deferral / active EE | $24,916 | $6,073+310.3% | $6,842+264.2% | $3,740+566.2% |
| Admin fee / account holder | $62 | $551-88.7% | $9,310-99.3% | $513-87.9% |