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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 | $102,382-33.7% | $147,005-53.8% | $80,874-16.0% |
| Participation rate | 95.3% | 75.8%+19.4pp | 82.2%+13.1pp | 67.6%+27.6pp |
| Annual return | 14.14% | 134.89%-120.8pp | 418.76%-404.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $3,186 | $3,715-14.2% | $4,934-35.4% | $2,756+15.6% |
| Participant deferral / active EE | $10,455 | $6,646+57.3% | $8,070+29.6% | $4,297+143.3% |
| Admin fee / account holder | $553 | $7,942-93.0% | $13,006-95.8% | $6,935-92.0% |