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| Provider | Service type | Compensation |
|---|---|---|
LINDEN THOMAS & COMPANY2 years Service code 27 · EIN 82-1443892 | Advisory (Plan) | $167,061 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN (ASCENSUS) Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $14,702 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,382 |
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 | $217,524 | $65,092+234.2% | $143,799+51.3% | $66,938+225.0% |
| Participation rate | 98.6% | 65.2%+33.4pp | 80.3%+18.3pp | 69.8%+28.8pp |
| Annual return | -14.79% | -11.14%-3.7pp | -0.04%-14.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $19,888 | $2,362+742.2% | $4,952+301.6% | $2,545+681.4% |
| Participant deferral / active EE | $13,313 | $2,920+355.9% | $5,638+136.1% | $4,238+214.1% |
| Admin fee / account holder | $1,288 | $502+156.4% | $14,677-91.2% | $594+117.0% |