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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) | $49,518 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,082 |
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 | $51,789 | $91,439-43.4% | $135,974-61.9% | $71,511-27.6% |
| Participation rate | 97.3% | 75.7%+21.6pp | 81.9%+15.4pp | 67.9%+29.3pp |
| Annual return | 18.80% | 29.90%-11.1pp | 68.30%-49.5pp | 28.86%-10.1pp |
| Employer contribution / active EE | $3,516 | $3,705-5.1% | $4,859-27.6% | $2,589+35.8% |
| Participant deferral / active EE | $11,399 | $7,093+60.7% | $7,760+46.9% | $4,291+165.7% |
| Admin fee / account holder | $392 | $1,267-69.1% | $10,767-96.4% | $1,588-75.3% |