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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $65,145 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $48,907 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $15,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,121 | $80,674+158.0% | $119,126+74.7% | $64,340+223.5% |
| Participation rate | 97.5% | 55.2%+42.3pp | 75.8%+21.7pp | 55.2%+42.3pp |
| Annual return | 12.64% | 26.86%-14.2pp | 282.11%-269.5pp | 24.14%-11.5pp |
| Employer contribution / active EE | $8,573 | $2,564+234.3% | $4,034+112.5% | $1,862+360.5% |
| Participant deferral / active EE | $13,295 | $3,053+335.4% | $5,318+150.0% | $2,980+346.1% |
| Admin fee / account holder | $304 | $4,559-93.3% | $10,693-97.2% | $3,703-91.8% |