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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 11 · EIN 39-0859910 | Actuarial | $19,980 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 11 · EIN 33-0818667 | Actuarial | $15,000 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,868 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,181 | $27,826-13.1% | $65,566-63.1% | $71,511-66.2% |
| Participation rate | 90.7% | 57.6%+33.1pp | 64.9%+25.7pp | 67.9%+22.7pp |
| Annual return | 13.62% | 41.56%-27.9pp | 47.40%-33.8pp | 28.86%-15.2pp |
| Employer contribution / active EE | $0 | $1,405-100.0% | $1,692-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $1,861-100.0% | $2,832-100.0% | $4,291-100.0% |
| Admin fee / account holder | $381 | $3,850-90.1% | $4,114-90.8% | $1,588-76.0% |