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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $20,224 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 27 531 W. MORSE BLVD., STE 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $19,510 |
DICLAUDIO & KRAMER, LLC2 years Service code 10 · EIN 27-0889793 | Accounting | $12,138 |
MEYER, UNKOVIC & SCOTT10+ years Filed as: MEYER, UNKOVIC, & SCOTT, LLP Service code 29 535 SMITHFIELD STREET, STE 1300 · PITTSBURGH, PA 15222 | Legal | $6,992 |
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 | $146,627 | $77,788+88.5% | $119,126+23.1% | $64,728+126.5% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 8.30% | 13.19%-4.9pp | 282.11%-273.8pp | 49.38%-41.1pp |
| Employer contribution / active EE | $6,390 | $4,031+58.5% | $4,034+58.4% | $2,243+184.9% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $308 | $1,365-77.5% | $10,693-97.1% | $1,145-73.1% |