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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ADVISORY GROUP, INC Service code 27 · EIN 23-2739506 | Advisory (Plan) | $29,342 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,384 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,169 | $83,369-44.6% | $105,223-56.1% | $67,986-32.1% |
| Participation rate | 71.3% | 56.3%+15.0pp | 75.0%-3.7pp | 57.2%+14.1pp |
| Annual return | 12.19% | 24.64%-12.5pp | 180.65%-168.5pp | 31.67%-19.5pp |
| Employer contribution / active EE | $772 | $2,541-69.6% | $3,689-79.1% | $2,019-61.8% |
| Participant deferral / active EE | $3,717 | $3,295+12.8% | $5,072-26.7% | $3,358+10.7% |
| Admin fee / account holder | $390 | $4,073-90.4% | $8,859-95.6% | $3,203-87.8% |