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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $126,740 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 15 · EIN 84-1532243 | Recordkeeping | $120,870 |
P KEENAN7 years Service code 14 · EIN 35-1773526 | Plan Administrator | $69,429 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $32,742 |
MARQUETTE ASSOCIATES4 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
M SCZURKO1 year Service code 30 · EIN 35-1773526 | Employee (plan); Direct payment from ... | $29,028 |
HAGBERG & ASSOCIATES10+ years Service code 29 · EIN 01-0598991 | Legal | $25,188 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $394,104 | $83,023+374.7% | $102,437+284.7% | $77,762+406.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 13.11% | 19.12%-6.0pp | 24.95%-11.8pp | 31.27%-18.2pp |
| Employer contribution / active EE | $15,027 | $3,552+323.0% | $3,871+288.2% | $2,728+450.8% |
| Participant deferral / active EE | $10 | $4,110-99.7% | $5,060-99.8% | $4,651-99.8% |
| Admin fee / account holder | $532 | $639-16.8% | $8,388-93.7% | $433+22.9% |