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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PARIS INTERNATIONAL Service code 17 · EIN 04-2675571 | Pension Consulting | $63,583 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,455 |
Filed as: COMMONWEALTH FIN'L NETWORK Service code 17 · EIN 04-2675571 | Pension Consulting | $31,792 |
THE DOMAN GROUP LLC4 years Service code 27 · EIN 45-4066895 | Advisory (Plan) | $13,096 |
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.
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 | $73,526 | $100,801-27.1% | $149,715-50.9% | $73,412+0.2% |
| Participation rate | 95.5% | 77.7%+17.8pp | 82.5%+13.0pp | 72.2%+23.3pp |
| Annual return | 13.71% | 265.34%-251.6pp | 276.66%-263.0pp | 59.30%-45.6pp |
| Employer contribution / active EE | $706 | $3,312-78.7% | $4,645-84.8% | $2,234-68.4% |
| Participant deferral / active EE | $7,838 | $6,404+22.4% | $6,842+14.6% | $3,806+106.0% |
| Admin fee / account holder | $316 | $181+74.6% | $9,310-96.6% | $158+100.0% |