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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 82-1434504 | Consulting | $75,667 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,617 |
ECK SCHAFER & PUNKE LLP5 years Service code 10 · EIN 37-1335003 | Accounting | $10,000 |
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 | $547,482 | $81,358+572.9% | $155,556+252.0% | $80,959+576.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.77% | 33.39%-22.6pp | 64.84%-54.1pp | 35.67%-24.9pp |
| Employer contribution / active EE | $43,477 | $3,106+1299.6% | $4,675+829.9% | $2,757+1476.9% |
| Participant deferral / active EE | $3,025 | $3,455-12.4% | $5,631-46.3% | $4,300-29.7% |
| Admin fee / account holder | $881 | $7,994-89.0% | $15,885-94.5% | $6,925-87.3% |