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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 28 · EIN 23-1945930 | Investment Management | $88,625 |
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 | $496,976 | $73,102+579.8% | $123,553+302.2% | $56,289+782.9% |
| Participation rate | 99.4% | 74.3%+25.1pp | 82.3%+17.1pp | 69.9%+29.5pp |
| Annual return | -6.08% | 3.01%-9.1pp | 119.21%-125.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $27,646 | $2,977+828.6% | $4,628+497.3% | $2,111+1209.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $501 | $554-9.6% | $9,284-94.6% | $521-3.9% |