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| Provider | Service type | Compensation |
|---|---|---|
BRIGGS & VESELKA CO.2 years Filed as: BRIGGS & VESELKA CO Service code 10 · EIN 74-1769118 | Accounting | $22,000 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,369 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $439,790 | $98,776+345.2% | $149,745+193.7% | $79,856+450.7% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 11.38% | 27.38%-16.0pp | 276.72%-265.3pp | 31.71%-20.3pp |
| Employer contribution / active EE | $11,245 | $3,217+249.5% | $4,646+142.0% | $2,471+355.0% |
| Participant deferral / active EE | $11,490 | $5,681+102.2% | $6,843+67.9% | $3,741+207.2% |
| Admin fee / account holder | $332 | $6,053-94.5% | $9,312-96.4% | $5,306-93.7% |