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| Provider | Service type | Compensation |
|---|---|---|
M GROUP INVESTMENT ADVISOR10+ years Filed as: M GROUP INVESTMENT ADVISORS Service code 26 · EIN 45-3838296 | Advisory (Participants) | $45,285 |
Service code 13 · EIN 26-3465772 PO BOX 636 · SNOHOMISH, WA 982910636 | Contract Administrator | $26,885 |
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $15,297 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,051 | $80,731-2.1% | $103,374-23.5% | $74,546+6.0% |
| Participation rate | 99.2% | 65.7%+33.5pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | 10.67% | 27.56%-16.9pp | 24.89%-14.2pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $3,437 | $3,158+8.9% | $3,869-11.2% | $2,624+31.0% |
| Participant deferral / active EE | $3,987 | $3,860+3.3% | $5,058-21.2% | $4,347-8.3% |
| Admin fee / account holder | $479 | $2,369-79.8% | $8,394-94.3% | $1,944-75.4% |