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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 | $101,499+611.3% | $147,005+391.1% | $74,546+868.4% |
| Participation rate | 98.5% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.3pp |
| Annual return | 12.09% | 8732.34%-8720.3pp | 418.76%-406.7pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $29,087 | $3,811+663.2% | $4,934+489.5% | $2,624+1008.4% |
| Participant deferral / active EE | $8,680 | $7,304+18.8% | $8,070+7.6% | $4,347+99.7% |
| Admin fee / account holder | $944 | $1,748-46.0% | $13,006-92.7% | $1,944-51.4% |