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| Provider | Service type | Compensation |
|---|---|---|
ACG ADVISORY SERVICES2 years Filed as: ACG ADVISORY SERVICES, INC Service code 27 · EIN 54-1583006 | Advisory (Plan) | $48,000 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING GROUP, INC. Service code 13 · EIN 54-1583006 | Contract Administrator | $14,605 |
KEITER3+ years Service code 10 · EIN 54-1631262 | Accounting | $11,250 |
THE VANGUARD GROUP, INC.3+ years Service code 99 | Other Fees | $0 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,929 | $80,753+319.7% | $136,294+148.7% | $62,292+444.1% |
| Participation rate | 98.6% | 73.5%+25.1pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 17.18% | 35.83%-18.7pp | 5155.94%-5138.8pp | 28.90%-11.7pp |
| Employer contribution / active EE | $8,368 | $2,884+190.2% | $4,695+78.2% | $2,042+309.7% |
| Participant deferral / active EE | $9,803 | $5,164+89.8% | $6,247+56.9% | $3,169+209.3% |
| Admin fee / account holder | $366 | $525-30.4% | $9,243-96.0% | $479-23.7% |