See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $20,615 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 64 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Recordkeeping Fees | $19,920 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 111 CONGRESSIONAL BLVD · CARMEL, IN 46032 | Advisory (Plan) | $14,000 |
OSAIC WEALTH INC1 year Service code 27 14800 FRYE ROAD · FORT WORTH, TX 76155 | Advisory (Plan) | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,146 | $59,417+1.2% | $93,606-35.7% | $74,495-19.3% |
| Participation rate | 65.8% | 59.7%+6.1pp | 68.7%-2.9pp | 67.2%-1.4pp |
| Annual return | 12.58% | 81.83%-69.3pp | 133.20%-120.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,325 | $1,264+4.9% | $2,420-45.2% | $2,623-49.5% |
| Participant deferral / active EE | $3,648 | $3,050+19.6% | $4,411-17.3% | $4,346-16.1% |
| Admin fee / account holder | $241 | $3,021-92.0% | $8,285-97.1% | $1,942-87.6% |