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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $33,297 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,679 | $76,551+25.0% | $123,894-22.8% | $62,881+52.2% |
| Participation rate | 85.1% | 73.0%+12.1pp | 81.4%+3.6pp | 69.3%+15.8pp |
| Annual return | 8.44% | 18.68%-10.2pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $4,105 | $2,882+42.4% | $4,617-11.1% | $2,281+80.0% |
| Participant deferral / active EE | $6,477 | $4,840+33.8% | $5,984+8.2% | $3,203+102.2% |
| Admin fee / account holder | $312 | $4,826-93.5% | $8,357-96.3% | $4,296-92.7% |