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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,220 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $721,938 | $101,591+610.6% | $147,096+390.8% | $74,429+870.0% |
| Participation rate | 98.5% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.3pp |
| Annual return | 12.09% | 8746.45%-8734.4pp | 419.75%-407.7pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $29,087 | $3,813+662.9% | $4,936+489.3% | $2,625+1008.2% |
| Participant deferral / active EE | $8,680 | $7,302+18.9% | $8,071+7.5% | $4,348+99.6% |
| Admin fee / account holder | $944 | $1,750-46.1% | $13,005-92.7% | $1,944-51.4% |