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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 | $79,209+29.5% | $102,434+0.2% | $74,459+37.8% |
| Participation rate | 85.8% | 74.8%+11.1pp | 76.5%+9.3pp | 67.2%+18.6pp |
| Annual return | 14.81% | 54.98%-40.2pp | 29.46%-14.6pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $2,798 | $2,362+18.4% | $3,023-7.5% | $2,626+6.5% |
| Participant deferral / active EE | $5,582 | $4,417+26.4% | $5,055+10.4% | $4,350+28.3% |
| Admin fee / account holder | $301 | $2,002-85.0% | $9,462-96.8% | $1,945-84.5% |