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| Provider | Service type | Compensation |
|---|---|---|
ADVUS FINANCIAL PARTNERS LLC2 years Service code 27 · EIN 85-4001199 | Advisory (Plan) | $47,518 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,599 |
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 | $106,087 | $91,424+16.0% | $135,942-22.0% | $71,495+48.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.21% | 29.90%-11.7pp | 68.28%-50.1pp | 28.85%-10.6pp |
| Employer contribution / active EE | $3,462 | $3,704-6.5% | $4,858-28.7% | $2,589+33.7% |
| Participant deferral / active EE | $8,012 | $7,092+13.0% | $7,759+3.3% | $4,291+86.7% |
| Admin fee / account holder | $355 | $1,266-72.0% | $10,764-96.7% | $1,588-77.7% |