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| Provider | Service type | Compensation |
|---|---|---|
DIRECT ADVISORS, LLC5 years Service code 27 · EIN 20-5173405 | Advisory (Plan) | $28,915 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $12,291 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $115,834 | $79,171+46.3% | $102,423+13.1% | $74,495+55.5% |
| Participation rate | 71.0% | 74.8%-3.8pp | 76.5%-5.5pp | 67.2%+3.8pp |
| Annual return | 21.76% | 54.93%-33.2pp | 29.32%-7.6pp | 1364.94%-1343.2pp |
| Employer contribution / active EE | $602 | $2,362-74.5% | $3,023-80.1% | $2,623-77.0% |
| Participant deferral / active EE | $6,022 | $4,415+36.4% | $5,053+19.2% | $4,346+38.6% |
| Admin fee / account holder | $343 | $2,001-82.8% | $9,451-96.4% | $1,942-82.3% |