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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $717,768 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2384414 | Consulting | $95,519 |
PLANTE & MORAN, PLLC9+ years Service code 10 · EIN 38-1357951 | Accounting | $33,475 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,759 | $225,491-57.5% | $98,462-2.7% | $96,393-0.7% |
| Participation rate | 42.6% | 87.3%-44.7pp | 75.2%-32.5pp | 71.3%-28.7pp |
| Annual return | 15.84% | 19.53%-3.7pp | 21.20%-5.4pp | 22.88%-7.0pp |
| Employer contribution / active EE | $2,790 | $8,386-66.7% | $3,049-8.5% | $3,239-13.9% |
| Participant deferral / active EE | $3,381 | $10,872-68.9% | $4,738-28.7% | $5,455-38.0% |
| Admin fee / account holder | $79 | $87-8.9% | $8,875-99.1% | $74+7.3% |