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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,025 |
WILKINGUTTENPLAN1 year Service code 10 · EIN 22-2612018 | Accounting | $15,700 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,711 | $93,617+55.6% | $135,982+7.2% | $75,177+93.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 2.77% | 30.89%-28.1pp | 68.32%-65.6pp | 160.75%-158.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $15,193 | $6,406+137.2% | $7,760+95.8% | $4,126+268.2% |
| Admin fee / account holder | $353 | $6,980-94.9% | $10,767-96.7% | $5,651-93.8% |