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| Provider | Service type | Compensation |
|---|---|---|
DAVID ROMANO2 years Filed as: DAVID VAUGHAN INVESTMENTS Service code 27 · EIN 37-1272863 | Advisory (Plan) | $52,384 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,047 | $78,562-24.8% | $105,608-44.1% | $74,429-20.7% |
| Participation rate | 85.4% | 72.8%+12.6pp | 75.3%+10.2pp | 67.2%+18.2pp |
| Annual return | 11.36% | 15.94%-4.6pp | 116.50%-105.1pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $2,840 | $2,521+12.7% | $3,167-10.3% | $2,625+8.2% |
| Participant deferral / active EE | $200 | $4,321-95.4% | $5,010-96.0% | $4,348-95.4% |
| Admin fee / account holder | $377 | $2,217-83.0% | $11,028-96.6% | $1,944-80.6% |