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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,198 |
BAKER TILLY US, LLP1 year Service code 11 · EIN 39-0859910 | Actuarial | $20,520 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Service code 11 · EIN 33-0818667 | Actuarial | $15,000 |
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 | $27,363 | $24,891+9.9% | $69,611-60.7% | $74,429-63.2% |
| Participation rate | 90.5% | 63.4%+27.0pp | 66.4%+24.0pp | 67.2%+23.3pp |
| Annual return | 10.04% | 18.53%-8.5pp | 101.14%-91.1pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $0 | $1,005-100.0% | $1,709-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $1,908-100.0% | $2,891-100.0% | $4,348-100.0% |
| Admin fee / account holder | $673 | $1,904-64.7% | $4,696-85.7% | $1,944-65.4% |