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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $37,581 |
BENESYS, INC.2 years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 | Plan Administrator | $19,200 |
INVESTMENT CONSULTING GROUP4+ years Filed as: INVESTMENT CONSULTING GROUP, INC. Service code 27 · EIN 42-1358707 | Advisory (Plan) | $18,000 |
BLAKE & UHLIG, P.A.4+ years Service code 29 · EIN 48-0918231 | Legal | $16,036 |
DEBOER & ASSOCIATES, PC4+ years Service code 10 · EIN 47-0836395 | Accounting | $13,220 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,180 | $88,515+12.0% | $162,171-38.8% | $67,579+46.8% |
| Participation rate | 85.7% | 86.8%-1.2pp | 87.6%-1.9pp | 71.3%+14.4pp |
| Annual return | -1.19% | 27.04%-28.2pp | 115.60%-116.8pp | 378.56%-379.7pp |
| Employer contribution / active EE | $4,624 | $3,563+29.8% | $5,613-17.6% | $2,148+115.3% |
| Participant deferral / active EE | $340 | $5,724-94.1% | $7,297-95.3% | $3,539-90.4% |
| Admin fee / account holder | $306 | $124+147.8% | $10,843-97.2% | $142+115.4% |