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| Provider | Service type | Compensation |
|---|---|---|
ADVUS FINANCIAL PARTNERS LLC3 years Service code 27 · EIN 85-4001199 | Advisory (Plan) | $54,738 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,799 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,450 | $101,591+16.6% | $147,096-19.5% | $74,429+59.1% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 38.58% | 8746.45%-8707.9pp | 419.75%-381.2pp | 1368.38%-1329.8pp |
| Employer contribution / active EE | $2,637 | $3,813-30.8% | $4,936-46.6% | $2,625+0.5% |
| Participant deferral / active EE | $7,274 | $7,302-0.4% | $8,071-9.9% | $4,348+67.3% |
| Admin fee / account holder | $350 | $1,750-80.0% | $13,005-97.3% | $1,944-82.0% |