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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 82-1434504 | Consulting | $77,937 |
ECK SCHAFER & PUNKE LLP1 year Filed as: ECK,SCHAFER & PUNKE,LLP Service code 10 · EIN 37-1335003 | Accounting | $30,000 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,219 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $536,629 | $172,111+211.8% | $150,298+257.0% | $137,256+291.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 13.41% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,917 | $16,471-82.3% | $14,116-79.3% | $12,270-76.2% |