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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CIRA Service code 27 · EIN 42-1445429 | Advisory (Plan) | $42,498 |
Filed as: BNY MELLON NA Service code 26 · EIN 25-0659306 | Advisory (Participants) | $30,405 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,576 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $458,517 | $80,753+467.8% | $136,297+236.4% | $62,293+636.1% |
| Participation rate | 99.2% | 73.5%+25.6pp | 81.9%+17.2pp | 69.5%+29.7pp |
| Annual return | 13.26% | 35.83%-22.6pp | 5156.16%-5142.9pp | 28.90%-15.6pp |
| Employer contribution / active EE | $9,794 | $2,884+239.6% | $4,696+108.6% | $2,042+379.6% |
| Participant deferral / active EE | $7,869 | $5,164+52.4% | $6,247+26.0% | $3,169+148.3% |
| Admin fee / account holder | $721 | $525+37.3% | $9,244-92.2% | $479+50.5% |