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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD Service code 28 P.O. BOX 709 · VALLEY FORGE, PA 194820709 | Investment Management | $168,787 |
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 | $899,662 | $81,948+997.8% | $90,767+891.2% | $64,829+1287.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -18.22% | -12.53%-5.7pp | -12.16%-6.1pp | 32.85%-51.1pp |
| Employer contribution / active EE | $3,569 | $3,067+16.3% | $2,922+22.1% | $2,507+42.3% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,312-100.0% |
| Admin fee / account holder | $497 | $157+216.3% | $8,445-94.1% | $188+164.5% |