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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,513 | $101,317-0.8% | $146,958-31.6% | $74,495+34.9% |
| Participation rate | 84.3% | 75.5%+8.7pp | 82.2%+2.1pp | 67.2%+17.1pp |
| Annual return | 13.61% | 8730.91%-8717.3pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $5,471 | $3,810+43.6% | $4,933+10.9% | $2,623+108.6% |
| Participant deferral / active EE | $8,767 | $7,303+20.0% | $8,070+8.6% | $4,346+101.7% |
| Admin fee / account holder | $312 | $1,739-82.1% | $12,998-97.6% | $1,942-83.9% |