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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 | $55,446+307.1% | $155,574+45.1% | $74,429+203.3% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.8pp | 67.2%+31.8pp |
| Annual return | 15.07% | 269.20%-254.1pp | 64.87%-49.8pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $20,131 | $2,266+788.3% | $4,676+330.5% | $2,625+666.9% |
| Participant deferral / active EE | $13,973 | $2,836+392.7% | $5,629+148.2% | $4,348+221.3% |
| Admin fee / account holder | $1,176 | $1,743-32.5% | $15,914-92.6% | $1,944-39.5% |