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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ADVISORY GROUP, INC. Service code 27 1055 WESTLAKES DR · BERWYN, PA 19312 | Advisory (Plan) | $57,621 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,549 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,921 | $102,422-33.7% | $147,117-53.8% | $80,959-16.1% |
| Participation rate | 95.3% | 75.9%+19.4pp | 82.2%+13.1pp | 67.7%+27.6pp |
| Annual return | 14.14% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $3,186 | $3,717-14.3% | $4,932-35.4% | $2,757+15.5% |
| Participant deferral / active EE | $10,455 | $6,652+57.2% | $8,065+29.6% | $4,300+143.1% |
| Admin fee / account holder | $553 | $7,953-93.1% | $12,993-95.7% | $6,925-92.0% |