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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $899,662 | $81,908+998.4% | $90,749+891.4% | $64,808+1288.2% |
| 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 | 32.82%-51.0pp |
| Employer contribution / active EE | $3,569 | $3,065+16.4% | $2,921+22.2% | $2,506+42.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $4,564-100.0% | $4,310-100.0% |
| Admin fee / account holder | $497 | $157+216.1% | $8,445-94.1% | $188+164.6% |