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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,833 |
Filed as: COMMONWEALTH FIN'L NETWORK Service code 17 · EIN 04-2675571 | Pension Consulting | $45,660 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,016 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,816 | $101,591-14.5% | $147,096-41.0% | $74,429+16.6% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.2%+14.8pp | 67.2%+29.8pp |
| Annual return | 13.36% | 8746.45%-8733.1pp | 419.75%-406.4pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $1,091 | $3,813-71.4% | $4,936-77.9% | $2,625-58.4% |
| Participant deferral / active EE | $13,058 | $7,302+78.8% | $8,071+61.8% | $4,348+200.3% |
| Admin fee / account holder | $314 | $1,750-82.1% | $13,005-97.6% | $1,944-83.9% |