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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: THE VANGUARD GROUP Service code 26 · EIN 23-1945930 | Advisory (Participants) | $242,712 |
P KEENAN4 years Service code 14 · EIN 35-1773526 | Plan Administrator | $40,993 |
HAGBERG & ASSOCIATES7+ years Service code 29 · EIN 01-0598991 | Legal | $35,604 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $31,445 |
J SWIDER7+ years Service code 30 · EIN 35-1773526 | Direct payment from the plan; Employe... | $28,791 |
MARQUETTE ASSOCIATES1 year Service code 27 · EIN 36-3485298 | Advisory (Plan) | $5,000 |
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 | $379,440 | $78,275+384.8% | $109,191+247.5% | $86,828+337.0% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 14.38% | 19.14%-4.8pp | 25.76%-11.4pp | 97.95%-83.6pp |
| Employer contribution / active EE | $11,428 | $3,105+268.1% | $3,723+207.0% | $2,406+375.0% |
| Participant deferral / active EE | $74 | $3,641-98.0% | $4,653-98.4% | $4,132-98.2% |
| Admin fee / account holder | $469 | $198+136.4% | $6,756-93.1% | $170+176.7% |