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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIO ADVISORS, INC Service code 27 · EIN 11-3600438 | Advisory (Plan) | $23,191 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,496 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,588 | $79,184+29.6% | $102,438+0.1% | $74,546+37.6% |
| Participation rate | 85.8% | 74.8%+11.1pp | 76.5%+9.3pp | 67.2%+18.6pp |
| Annual return | 14.81% | 54.95%-40.1pp | 29.37%-14.6pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $2,798 | $2,362+18.5% | $3,024-7.5% | $2,624+6.6% |
| Participant deferral / active EE | $5,582 | $4,414+26.4% | $5,054+10.5% | $4,347+28.4% |
| Admin fee / account holder | $301 | $2,001-85.0% | $9,448-96.8% | $1,944-84.5% |