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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 28 · EIN 23-1945930 | Investment Management | $73,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $440,322 | $70,002+529.0% | $115,038+282.8% | $52,331+741.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -1.96% | 4.04%-6.0pp | 26.14%-28.1pp | 4.54%-6.5pp |
| Employer contribution / active EE | $28,380 | $2,715+945.3% | $4,608+515.9% | $1,882+1408.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $466 | $566-17.7% | $8,175-94.3% | $592-21.3% |