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| Provider | Service type | Compensation |
|---|---|---|
WESTERN WEALTH MANAGEMENT8 years Service code 26 23171 W ANELOPE TRAIL · BUCKEYE, AZ 85326 | Advisory (Participants) | $43,652 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 277 E. THIRD AVENUE · DURANGO, CO 81301 | Recordkeeping | $11,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,005 | $55,470+10.0% | $155,556-60.8% | $74,478-18.1% |
| Participation rate | 54.5% | 61.9%-7.4pp | 78.2%-23.7pp | 67.2%-12.7pp |
| Annual return | 11.42% | 269.80%-258.4pp | 64.84%-53.4pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $1,033 | $2,267-54.4% | $4,675-77.9% | $2,626-60.7% |
| Participant deferral / active EE | $4,054 | $2,838+42.8% | $5,631-28.0% | $4,350-6.8% |
| Admin fee / account holder | $382 | $1,744-78.1% | $15,885-97.6% | $1,946-80.3% |