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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 28 · EIN 23-1945930 | Investment Management | $92,625 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $577,932 | $99,957+478.2% | $149,751+285.9% | $73,501+686.3% |
| Participation rate | 98.0% | 75.7%+22.3pp | 82.5%+15.5pp | 70.7%+27.3pp |
| Annual return | 8.94% | 53.87%-44.9pp | 276.71%-267.8pp | 28.51%-19.6pp |
| Employer contribution / active EE | $28,717 | $3,191+799.9% | $4,646+518.1% | $2,270+1164.9% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $515 | $551-6.6% | $9,312-94.5% | $513+0.3% |