Filed December 2, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 26-0058143 | Consulting | $63,500 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $334,827 | $88,087+280.1% | $164,866+103.1% | $74,546+349.2% |
| Participation rate | 90.1% | 73.1%+17.0pp | 78.6%+11.5pp | 67.2%+22.9pp |
| Annual return | 12.75% | 17.27%-4.5pp | 69.97%-57.2pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $11,686 | $2,595+350.3% | $4,343+169.1% | $2,624+345.3% |
| Participant deferral / active EE | $6,870 | $4,499+52.7% | $6,033+13.9% | $4,347+58.0% |
| Admin fee / account holder | $317 | $2,232-85.8% | $12,689-97.5% | $1,944-83.7% |