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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,124 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,217 |
Filed as: WILKIN & GUTTENPLAN, P. C. Service code 10 · EIN 22-2612018 | Accounting | $14,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $559,778 | $84,499+562.5% | $125,391+346.4% | $66,949+736.1% |
| Participation rate | 97.6% | 76.4%+21.2pp | 82.4%+15.3pp | 69.8%+27.8pp |
| Annual return | -15.06% | -8.49%-6.6pp | 572.41%-587.5pp | 1.57%-16.6pp |
| Employer contribution / active EE | $13,751 | $3,554+286.9% | $4,816+185.5% | $2,545+440.2% |
| Participant deferral / active EE | $10,021 | $6,785+47.7% | $7,448+34.5% | $4,239+136.4% |
| Admin fee / account holder | $392 | $685-42.9% | $10,009-96.1% | $594-34.0% |