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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,482 |
Filed as: WILKIN & GUTTENPLAN, P. C. Service code 10 · EIN 22-2612018 | Accounting | $14,750 |
ASCENSUS LLC1 year Filed as: CAP FINANCIAL PARTNER, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,315 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,172 | $82,678+61.1% | $125,391+6.2% | $68,490+94.4% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -19.03% | -5.97%-13.1pp | 572.41%-591.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $14,269 | $6,111+133.5% | $7,448+91.6% | $4,028+254.3% |
| Admin fee / account holder | $363 | $6,277-94.2% | $10,009-96.4% | $5,403-93.3% |