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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 30-0708045 | Advisory (Plan) | $40,000 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $9,045 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,425 | $88,083+48.1% | $164,813-20.9% | $74,495+75.1% |
| Participation rate | 96.9% | 73.0%+23.8pp | 78.6%+18.3pp | 67.2%+29.7pp |
| Annual return | 10.73% | 17.26%-6.5pp | 69.93%-59.2pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $7,897 | $2,593+204.6% | $4,341+81.9% | $2,623+201.1% |
| Participant deferral / active EE | $5,874 | $4,498+30.6% | $6,031-2.6% | $4,346+35.2% |
| Admin fee / account holder | $334 | $2,234-85.1% | $12,690-97.4% | $1,942-82.8% |