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| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWORTH LLC3 years Filed as: BRIDGEWORTH WEALTH MANAGEMENT Service code 27 · EIN 26-3162378 | Advisory (Plan) | $34,623 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,753 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,251 | $71,215+81.5% | $93,696+37.9% | $80,935+59.7% |
| Participation rate | 62.5% | 60.4%+2.1pp | 68.7%-6.2pp | 67.7%-5.2pp |
| Annual return | 9.31% | 11.27%-2.0pp | 133.74%-124.4pp | 35.66%-26.3pp |
| Employer contribution / active EE | $2,367 | $1,565+51.2% | $2,422-2.3% | $2,757-14.1% |
| Participant deferral / active EE | $4,980 | $4,037+23.4% | $4,417+12.7% | $4,299+15.8% |
| Admin fee / account holder | $794 | $6,958-88.6% | $8,287-90.4% | $6,924-88.5% |