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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 28 · EIN 23-1945930 | Investment Management | $74,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $519,226 | $75,183+590.6% | $123,894+319.1% | $55,167+841.2% |
| Participation rate | 86.3% | 72.8%+13.4pp | 81.4%+4.8pp | 69.0%+17.3pp |
| Annual return | 10.23% | 19.01%-8.8pp | 47.52%-37.3pp | 169.23%-159.0pp |
| Employer contribution / active EE | $23,933 | $2,823+747.7% | $4,617+418.4% | $1,963+1119.5% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $506 | $663-23.6% | $8,357-93.9% | $504+0.4% |