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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 | $78,483-24.8% | $106,201-44.4% | $74,546-20.8% |
| Participation rate | 85.4% | 72.8%+12.6pp | 75.3%+10.1pp | 67.2%+18.2pp |
| Annual return | 11.36% | 15.94%-4.6pp | 116.26%-104.9pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $2,840 | $2,522+12.6% | $3,170-10.4% | $2,624+8.2% |
| Participant deferral / active EE | $200 | $4,320-95.4% | $5,012-96.0% | $4,347-95.4% |
| Admin fee / account holder | $377 | $2,236-83.1% | $11,039-96.6% | $1,944-80.6% |