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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 1000 CONTINENTAL DRIVE · KING OF PRUSSIA, PA 19406 | Advisory (Participants) | $4,721 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $98 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $37 |
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 | $99,018 | $45,872+115.9% | $77,096+28.4% | $68,486+44.6% |
| Participation rate | 91.7% | 55.9%+35.7pp | 67.9%+23.7pp | 67.9%+23.8pp |
| Annual return | -18.97% | 1.73%-20.7pp | 42.35%-61.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $3,865 | $1,650+134.3% | $2,814+37.3% | $2,597+48.8% |
| Participant deferral / active EE | $6,771 | $2,963+128.5% | $4,429+52.9% | $4,028+68.1% |
| Admin fee / account holder | $501 | $3,041-83.5% | $5,428-90.8% | $5,404-90.7% |