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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,615 |
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 | $127,076 | $99,957+27.1% | $149,730-15.1% | $73,493+72.9% |
| Participation rate | 86.6% | 75.7%+10.9pp | 82.5%+4.1pp | 70.7%+15.9pp |
| Annual return | 18.83% | 53.87%-35.0pp | 276.70%-257.9pp | 28.51%-9.7pp |
| Employer contribution / active EE | $4,129 | $3,191+29.4% | $4,645-11.1% | $2,270+81.9% |
| Participant deferral / active EE | $6,898 | $6,073+13.6% | $6,843+0.8% | $3,740+84.4% |
| Admin fee / account holder | $306 | $551-44.4% | $9,310-96.7% | $513-40.3% |