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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD FIDUCIARY SERVICES Service code 13 · EIN 23-2186884 PO BOX 1101 · VALLEY FORGE, PA 19482 | Contract Administrator | $99,278 |
FIDUCIENT ADVISORS LLC3 years Service code 20 · EIN 36-4001764 500 W MADISON STREET, STE 3855 · CHICAGO, IL 60661 | Trustee (individual) | $23,000 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 PO BOX 200870 · DALLAS, TX 753200870 | Accounting | $16,275 |
Service code 10 · EIN 20-8243033 PO BOX 390776 · OMAHA, NE 681390776 | Accounting | $6,195 |
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 | $258,329 | $76,669+236.9% | $96,520+167.6% | $71,495+261.3% |
| Participation rate | 86.8% | 66.6%+20.2pp | 74.3%+12.4pp | 67.9%+18.8pp |
| Annual return | 19.27% | 48.29%-29.0pp | 35.72%-16.4pp | 28.85%-9.6pp |
| Employer contribution / active EE | $14,871 | $3,031+390.6% | $3,739+297.8% | $2,589+474.3% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,291-100.0% |
| Admin fee / account holder | $907 | $2,028-55.3% | $6,733-86.5% | $1,588-42.9% |