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| Provider | Service type | Compensation |
|---|---|---|
LINDEN THOMAS & COMPANY4 years Service code 27 · EIN 82-1443892 | Advisory (Plan) | $245,090 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN (ASCENSUS) Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $49,758 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,517 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,708 | $55,470+306.9% | $155,556+45.1% | $74,478+203.1% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.8pp | 67.2%+31.8pp |
| Annual return | 15.07% | 269.80%-254.7pp | 64.84%-49.8pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $20,131 | $2,267+788.1% | $4,675+330.6% | $2,626+666.5% |
| Participant deferral / active EE | $13,973 | $2,838+392.4% | $5,631+148.2% | $4,350+221.2% |
| Admin fee / account holder | $1,176 | $1,744-32.6% | $15,885-92.6% | $1,946-39.5% |