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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,693 |
THEOBOLD, DEMAHY & CO., P.C.2 years Filed as: THEOBALD DEMAHY & CO PC Service code 10 · EIN 74-1873382 | Accounting | $13,096 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,375 | $105,181+201.7% | $159,436+99.1% | $85,850+269.7% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.1pp | 69.3%+27.6pp |
| Annual return | 17.56% | 45.07%-27.5pp | 263.57%-246.0pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,907 | $3,318-12.4% | $4,829-39.8% | $2,565+13.3% |
| Participant deferral / active EE | $10,158 | $5,945+70.9% | $7,352+38.2% | $3,952+157.1% |
| Admin fee / account holder | $351 | $6,933-94.9% | $10,799-96.7% | $6,260-94.4% |