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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ADVISORY GROUP, INC Service code 27 · EIN 23-2739506 | Advisory (Plan) | $30,566 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,593 | $80,781-55.9% | $102,437-65.3% | $74,478-52.2% |
| Participation rate | 68.2% | 65.7%+2.5pp | 74.5%-6.3pp | 67.2%+1.0pp |
| Annual return | 14.04% | 27.58%-13.5pp | 24.95%-10.9pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $791 | $3,160-75.0% | $3,871-79.6% | $2,626-69.9% |
| Participant deferral / active EE | $3,805 | $3,862-1.5% | $5,060-24.8% | $4,350-12.5% |
| Admin fee / account holder | $311 | $2,372-86.9% | $8,388-96.3% | $1,946-84.0% |