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| Provider | Service type | Compensation |
|---|---|---|
WERNTZ & ASSOCIATES1 year Service code 13 PO BOX 255 · ROANOKE, IN 46783 | Contract Administrator | $11,518 |
Filed as: HEARD, MCELROY & VESTAL, LLC Service code 10 PO BOX 1607 · SHREVEPORT, LA 711651607 | Accounting | $10,400 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,791 | $55,470+339.5% | $155,556+56.7% | $74,478+227.3% |
| Participation rate | 96.8% | 61.9%+34.9pp | 78.2%+18.5pp | 67.2%+29.5pp |
| Annual return | 13.93% | 269.80%-255.9pp | 64.84%-50.9pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $9,155 | $2,267+303.9% | $4,675+95.8% | $2,626+248.6% |
| Participant deferral / active EE | $5,970 | $2,838+110.4% | $5,631+6.0% | $4,350+37.2% |
| Admin fee / account holder | $745 | $1,744-57.3% | $15,885-95.3% | $1,946-61.7% |