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| Provider | Service type | Compensation |
|---|---|---|
KATHMERE CAPITAL MANAGEMENT2+ years Service code 27 · EIN 81-1449683 | Advisory (Plan) | $31,543 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,917 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,863 | $130,294+45.0% | $170,057+11.1% | $71,529+164.0% |
| Participation rate | 92.0% | 86.2%+5.8pp | 87.0%+5.0pp | 67.9%+24.0pp |
| Annual return | 20.53% | 20.36%+0.2pp | 53.42%-32.9pp | 28.97%-8.4pp |
| Employer contribution / active EE | $12,954 | $4,385+195.4% | $6,790+90.8% | $2,590+400.2% |
| Participant deferral / active EE | $16,069 | $6,928+132.0% | $10,411+54.4% | $4,291+274.5% |
| Admin fee / account holder | $366 | $966-62.1% | $12,826-97.1% | $1,588-76.9% |