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| Provider | Service type | Compensation |
|---|---|---|
APRIO LLP1 year Service code 29 · EIN 57-1157523 | Legal | $28,612 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,720 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $10,456 |
BALDWIN LAW GROUP1 year Filed as: BALDWIN LAW GROUP LLP Service code 29 · EIN 51-0568066 | Legal | $4,612 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,056 | $106,164+198.6% | $147,041+115.6% | $77,692+308.1% |
| Participation rate | 98.1% | 78.4%+19.7pp | 82.2%+15.9pp | 70.6%+27.5pp |
| Annual return | 13.66% | 56.81%-43.2pp | 419.21%-405.6pp | 31.25%-17.6pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | $4,935-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $78 | $338-76.8% | $13,006-99.4% | $431-81.8% |