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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD FIDUCIARY SERVICES Service code 13 · EIN 23-2186884 PO BOX 1101 · VALLEY FORGE, PA 19482 | Contract Administrator | $74,709 |
FIDUCIENT ADVISORS LLC4 years Service code 20 · EIN 36-4001764 500 W MADISON STREET, STE 3855 · CHICAGO, IL 60661 | Trustee (individual) | $23,000 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 PO BOX 200670 · DALLAS, TX 753200870 | Accounting | $8,663 |
Service code 10 · EIN 20-8243033 PO BOX 390776 · OMAHA, NE 681390776 | Accounting | $5,285 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $283,731 | $80,731+251.5% | $103,374+174.5% | $74,546+280.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 14.11% | 27.56%-13.5pp | 24.89%-10.8pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $14,327 | $3,158+353.7% | $3,869+270.3% | $2,624+445.9% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $620 | $2,369-73.8% | $8,394-92.6% | $1,944-68.1% |