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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $26,484 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,589 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 84-0511458 | Advisory (Plan) | $5,448 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,868 | $51,638+108.9% | $68,368+57.8% | $82,448+30.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 10.82% | 37.53%-26.7pp | 292.57%-281.8pp | 41.64%-30.8pp |
| Employer contribution / active EE | $999 | $2,047-51.2% | $2,649-62.3% | $2,551-60.8% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $397 | $4,643-91.5% | $5,150-92.3% | $7,234-94.5% |