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| Provider | Service type | Compensation |
|---|---|---|
M GROUP INVESTMENT ADVISOR7+ years Filed as: M GROUP INVESTMENT ADVISORS Service code 22 · EIN 45-3838296 | Insurance Broker | $42,376 |
Service code 13 · EIN 26-3465772 | Contract Administrator | $24,281 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $12,005 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,197 | $77,660+7.1% | $109,143-23.8% | $79,386+4.8% |
| Participation rate | 95.5% | 67.8%+27.7pp | 75.9%+19.7pp | 70.7%+24.8pp |
| Annual return | 10.53% | 23.44%-12.9pp | 25.75%-15.2pp | 116.85%-106.3pp |
| Employer contribution / active EE | $2,668 | $2,797-4.6% | $3,722-28.3% | $2,427+9.9% |
| Participant deferral / active EE | $4,140 | $3,518+17.7% | $4,653-11.0% | $4,046+2.3% |
| Admin fee / account holder | $494 | $732-32.6% | $6,752-92.7% | $626-21.2% |