Filed November 25, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
VANTAGE ETC, LTD4+ years Service code 15 · EIN 45-5394900 | Recordkeeping | $29,917 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN, EDWARDS & COMPANY, LLP. Service code 15 · EIN 54-0504608 | Recordkeeping | $13,048 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $6,393 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,205 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,698 | $55,449+27.5% | $83,831-15.7% | $56,289+25.6% |
| Participation rate | 46.0% | 68.0%-22.0pp | 76.1%-30.1pp | 69.9%-23.8pp |
| Annual return | -5.81% | -1.38%-4.4pp | 850.99%-856.8pp | -9.96%+4.1pp |
| Employer contribution / active EE | $553 | $2,430-77.3% | $3,631-84.8% | $2,111-73.8% |
| Participant deferral / active EE | $2,418 | $2,935-17.6% | $4,082-40.8% | $3,350-27.8% |
| Admin fee / account holder | $489 | $656-25.5% | $5,479-91.1% | $521-6.1% |