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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 39-1828175 | Advisory (Plan) | $30,982 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,645 |
Filed as: REILLY PENNER & BENTON LLP Service code 10 1233 N MAYFAIR RD · MILWAUKEE, WI 53226 | Accounting | $9,000 |
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 | $74,047 | $81,870-9.6% | $119,622-38.1% | $68,486+8.1% |
| Participation rate | 91.8% | 71.9%+19.9pp | 79.3%+12.5pp | 67.9%+23.9pp |
| Annual return | -14.17% | -23.82%+9.6pp | -14.98%+0.8pp | -7.85%-6.3pp |
| Employer contribution / active EE | $2,489 | $2,692-7.5% | $4,232-41.2% | $2,597-4.1% |
| Participant deferral / active EE | $7,198 | $4,148+73.5% | $5,601+28.5% | $4,028+78.7% |
| Admin fee / account holder | $462 | $6,583-93.0% | $10,328-95.5% | $5,404-91.5% |