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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,856 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP. Service code 10 PO BOX 776376 · CHICAGO, IL 60677 | Accounting | $14,663 |
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 | $268,597 | $88,672+202.9% | $105,223+155.3% | $82,448+225.8% |
| Participation rate | 96.7% | 67.9%+28.7pp | 75.0%+21.6pp | 68.1%+28.6pp |
| Annual return | 17.08% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $5,193 | $3,048+70.4% | $3,689+40.8% | $2,551+103.6% |
| Participant deferral / active EE | $7,347 | $4,036+82.0% | $5,072+44.9% | $4,139+77.5% |
| Admin fee / account holder | $411 | $7,146-94.3% | $8,859-95.4% | $7,234-94.3% |