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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 28 · EIN 23-1945930 | Investment Management | $86,125 |
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 | $530,361 | $80,753+556.8% | $136,298+289.1% | $62,293+751.4% |
| Participation rate | 99.4% | 73.5%+25.8pp | 81.9%+17.4pp | 69.5%+29.8pp |
| Annual return | 14.02% | 35.83%-21.8pp | 5156.27%-5142.3pp | 28.90%-14.9pp |
| Employer contribution / active EE | $28,823 | $2,884+899.5% | $4,696+513.8% | $2,042+1311.3% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $507 | $525-3.6% | $9,244-94.5% | $479+5.7% |