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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 | $101,539+16.7% | $147,041-19.4% | $74,400+59.2% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 38.58% | 8740.84%-8702.3pp | 419.21%-380.6pp | 1367.51%-1328.9pp |
| Employer contribution / active EE | $2,637 | $3,811-30.8% | $4,935-46.6% | $2,624+0.5% |
| Participant deferral / active EE | $7,274 | $7,304-0.4% | $8,071-9.9% | $4,348+67.3% |
| Admin fee / account holder | $350 | $1,749-80.0% | $13,006-97.3% | $1,944-82.0% |