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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $57,609 |
ZENITH AMERICAN SOLUTIONS3 years Service code 14 · EIN 52-1590516 | Plan Administrator | $30,963 |
INVESTMENT CONSULTING GROUP7+ years Filed as: INVESTMENT CONSULTING GROUP, INC. Service code 27 · EIN 42-1358707 | Advisory (Plan) | $18,000 |
DEBOER & ASSOCIATES, PC7+ years Service code 10 · EIN 47-0836395 | Accounting | $17,895 |
BLAKE & UHLIG, P.A.7+ years Service code 29 · EIN 48-0918231 | Legal | $12,468 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,716 | $106,236+21.2% | $112,258+14.7% | $64,814+98.6% |
| Participation rate | 76.5% | 71.7%+4.8pp | 75.1%+1.4pp | 71.5%+5.0pp |
| Annual return | 9.31% | -6.02%+15.3pp | 27.47%-18.2pp | 32.84%-23.5pp |
| Employer contribution / active EE | $4,156 | $3,166+31.2% | $3,636+14.3% | $2,507+65.8% |
| Participant deferral / active EE | $306 | $3,785-91.9% | $4,728-93.5% | $4,310-92.9% |
| Admin fee / account holder | $384 | $452-15.1% | $6,411-94.0% | $188+104.2% |