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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,372 |
THEOBOLD, DEMAHY & CO., P.C.2 years Filed as: THEOBALD DEMAHY & CO. P.C. Service code 10 · EIN 74-1873382 | Accounting | $11,000 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,245 | $89,370+185.6% | $141,197+80.8% | $72,976+249.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 4.92% | 111.88%-107.0pp | 71.41%-66.5pp | 81.02%-76.1pp |
| Employer contribution / active EE | $2,328 | $3,115-25.3% | $4,736-50.8% | $2,440-4.6% |
| Participant deferral / active EE | $9,730 | $5,419+79.6% | $6,710+45.0% | $3,608+169.7% |
| Admin fee / account holder | $322 | $5,957-94.6% | $10,265-96.9% | $5,124-93.7% |