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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 | $86,882+68.8% | $150,734-2.7% | $69,255+111.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 8.30% | 10.69%-2.4pp | 600.81%-592.5pp | 26.73%-18.4pp |
| Employer contribution / active EE | $6,390 | $5,194+23.0% | $4,918+29.9% | $2,645+141.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $308 | $630-51.2% | $14,905-97.9% | $733-58.0% |