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| Provider | Service type | Compensation |
|---|---|---|
LINDEN THOMAS & COMPANY3 years Service code 27 · EIN 82-1443892 | Advisory (Plan) | $224,283 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN (ASCENSUS) Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $19,743 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,813 |
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 | $226,709 | $61,356+269.5% | $149,696+51.4% | $71,511+217.0% |
| Participation rate | 94.2% | 62.5%+31.7pp | 78.8%+15.4pp | 67.9%+26.3pp |
| Annual return | 17.07% | 35.86%-18.8pp | 134.46%-117.4pp | 28.86%-11.8pp |
| Employer contribution / active EE | $19,664 | $2,382+725.6% | $4,821+307.9% | $2,589+659.5% |
| Participant deferral / active EE | $13,474 | $2,920+361.5% | $5,682+137.1% | $4,291+214.0% |
| Admin fee / account holder | $1,132 | $1,263-10.4% | $13,212-91.4% | $1,588-28.8% |