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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 85-4001199 | Advisory (Plan) | $52,641 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,747 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,093 | $84,487+10.2% | $125,339-25.7% | $66,914+39.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.93% | -8.39%-7.5pp | 572.05%-588.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,948 | $3,553-17.0% | $4,814-38.8% | $2,544+15.9% |
| Participant deferral / active EE | $7,600 | $6,781+12.1% | $7,446+2.1% | $4,237+79.4% |
| Admin fee / account holder | $402 | $685-41.2% | $10,010-96.0% | $593-32.2% |