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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-1655305 1776 PLEASANT PLAIN RD · FAIRFEILD, IN 53556 | Advisory (Plan) | $38,909 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $12,596 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,513 | $101,672-1.1% | $147,117-31.7% | $74,478+35.0% |
| Participation rate | 84.3% | 75.5%+8.7pp | 82.2%+2.1pp | 67.2%+17.0pp |
| Annual return | 13.61% | 8757.83%-8744.2pp | 420.54%-406.9pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $5,471 | $3,813+43.5% | $4,932+10.9% | $2,626+108.3% |
| Participant deferral / active EE | $8,767 | $7,305+20.0% | $8,065+8.7% | $4,350+101.5% |
| Admin fee / account holder | $312 | $1,753-82.2% | $12,993-97.6% | $1,946-84.0% |