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| Provider | Service type | Compensation |
|---|---|---|
IRONVIEW CAPITAL MANAGEMENT4 years Service code 26 · EIN 26-4567336 4 TOWER BRIDGE · CONSHOHOCKEN, PA 19428 | Advisory (Participants) | $38,043 |
DUNBAR, BENDER & ZAPF, INC.4 years Service code 10 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219 | Accounting | $4,975 |
THE VANGUARD GROUP, INC.4 years Service code 64 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 19355 | Recordkeeping Fees | $3,375 |
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 | $131,584 | $81,331+61.8% | $155,534-15.4% | $80,935+62.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.09% | 33.37%-22.3pp | 64.92%-53.8pp | 35.66%-24.6pp |
| Employer contribution / active EE | $5,531 | $3,105+78.1% | $4,675+18.3% | $2,757+100.6% |
| Participant deferral / active EE | $5,002 | $3,454+44.8% | $5,630-11.2% | $4,299+16.3% |
| Admin fee / account holder | $313 | $7,999-96.1% | $15,900-98.0% | $6,924-95.5% |