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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,379 |
PENSION ASSURANCE LLP5 years Filed as: PENSION AND WEALTH MANAGEMENT ADVIS Service code 27 800 SOUTH STREET · WALTHAM, MA 02453 | Advisory (Plan) | $16,825 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,983 | $76,407-16.3% | $150,298-57.4% | $82,448-22.4% |
| Participation rate | 86.9% | 66.4%+20.5pp | 77.8%+9.1pp | 68.1%+18.8pp |
| Annual return | 16.57% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,452 | $2,614-44.5% | $4,154-65.1% | $2,551-43.1% |
| Participant deferral / active EE | $5,012 | $3,214+55.9% | $5,453-8.1% | $4,139+21.1% |
| Admin fee / account holder | $303 | $6,352-95.2% | $14,116-97.9% | $7,234-95.8% |