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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 28 · EIN 23-1945930 | Investment Management | $90,375 |
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 | $573,474 | $89,652+539.7% | $141,200+306.1% | $65,188+779.7% |
| Participation rate | 99.4% | 74.7%+24.6pp | 82.5%+16.9pp | 70.2%+29.1pp |
| Annual return | 18.30% | 32.79%-14.5pp | 71.41%-53.1pp | 29.38%-11.1pp |
| Employer contribution / active EE | $28,333 | $3,065+824.5% | $4,736+498.2% | $2,177+1201.6% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $505 | $569-11.2% | $10,265-95.1% | $847-40.4% |