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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 28 · EIN 23-1945930 | Investment Management | $87,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $666,436 | $104,509+537.7% | $159,495+317.8% | $79,395+739.4% |
| Participation rate | 99.3% | 76.6%+22.6pp | 82.8%+16.4pp | 70.7%+28.6pp |
| Annual return | 12.85% | 67.99%-55.1pp | 263.72%-250.9pp | 116.90%-104.1pp |
| Employer contribution / active EE | $28,909 | $3,417+746.0% | $4,831+498.4% | $2,428+1090.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $509 | $711-28.4% | $10,804-95.3% | $626-18.8% |