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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 | $64,920+66.2% | $103,693+4.0% | $86,983+24.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 10.82% | 30.29%-19.5pp | 47.61%-36.8pp | 25.83%-15.0pp |
| Employer contribution / active EE | $999 | $2,141-53.3% | $2,920-65.8% | $2,584-61.3% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $397 | $6,191-93.6% | $7,858-94.9% | $7,856-94.9% |