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| Provider | Service type | Compensation |
|---|---|---|
MAYNARD COOPER GALE1 year Filed as: MAYNARD COOPER & GALE PC Service code 29 · EIN 63-0864426 | Legal | $37,374 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,356 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,487 | $167,307-37.5% | $143,757-27.3% | $134,475-22.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -13.90% | 0.46%-14.4pp | -0.04%-13.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,025 | $5,619-64.0% | $4,951-59.1% | $4,740-57.3% |
| Participant deferral / active EE | $3,319 | $6,446-48.5% | $5,637-41.1% | $6,400-48.1% |
| Admin fee / account holder | $965 | $18,088-94.7% | $14,673-93.4% | $11,426-91.6% |