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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 | $101,499-13.6% | $147,005-40.4% | $74,546+17.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 23.56% | 8732.34%-8708.8pp | 418.76%-395.2pp | 1366.03%-1342.5pp |
| Employer contribution / active EE | $6,146 | $3,811+61.3% | $4,934+24.6% | $2,624+134.2% |
| Participant deferral / active EE | $10,872 | $7,304+48.8% | $8,070+34.7% | $4,347+150.1% |
| Admin fee / account holder | $476 | $1,748-72.8% | $13,006-96.3% | $1,944-75.5% |