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| Provider | Service type | Compensation |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.5 years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $41,162 |
COHN REZNICK LLP4 years Service code 10 · EIN 22-1478099 | Accounting | $29,500 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,542 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $545,910 | $99,957+446.1% | $149,745+264.6% | $73,497+642.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 11.72% | 53.87%-42.2pp | 276.72%-265.0pp | 28.51%-16.8pp |
| Employer contribution / active EE | $11,499 | $3,191+260.4% | $4,646+147.5% | $2,270+406.6% |
| Participant deferral / active EE | $8,812 | $6,073+45.1% | $6,843+28.8% | $3,740+135.6% |
| Admin fee / account holder | $315 | $551-42.8% | $9,312-96.6% | $513-38.6% |