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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,935 |
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 | $621,029 | $99,957+521.3% | $149,715+314.8% | $73,493+745.0% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.5%+17.0pp | 70.7%+28.7pp |
| Annual return | 8.10% | 53.87%-45.8pp | 276.66%-268.6pp | 28.51%-20.4pp |
| Employer contribution / active EE | $27,033 | $3,191+747.1% | $4,645+482.0% | $2,270+1090.8% |
| Participant deferral / active EE | $8,279 | $6,073+36.3% | $6,842+21.0% | $3,740+121.4% |
| Admin fee / account holder | $440 | $551-20.0% | $9,310-95.3% | $513-14.2% |