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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4409 YUMA STREET NW · WASHINGTON, DC 20016 | Advisory (Plan) | $113,836 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,660 |
NICHOLAS PENSION CONSULTANTS4 years Service code 49 10933 TRADE CENTER DR, STE 100 · RANCHO CORDOVA, CA 95670 | Other Services | $6,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,649 | $101,591-13.7% | $147,096-40.4% | $74,429+17.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 23.56% | 8746.45%-8722.9pp | 419.75%-396.2pp | 1368.38%-1344.8pp |
| Employer contribution / active EE | $6,146 | $3,813+61.2% | $4,936+24.5% | $2,625+134.1% |
| Participant deferral / active EE | $10,872 | $7,302+48.9% | $8,071+34.7% | $4,348+150.0% |
| Admin fee / account holder | $476 | $1,750-72.8% | $13,005-96.3% | $1,944-75.5% |