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| Provider | Service type | Compensation |
|---|---|---|
AJ WEALTH STRATEGIES LLC1 year Service code 26 · EIN 45-4981519 | Advisory (Participants) | $30,491 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $27,228 |
Service code 28 · EIN 53-4889237 | Investment Management | $24,305 |
Service code 26 · EIN 27-0636826 | Advisory (Participants) | $23,556 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $13,000 |
Filed as: SEAMOUNT FINANCIAL GROUP INC. Service code 26 · EIN 84-1484228 | Advisory (Participants) | $11,107 |
Filed as: PRIVATE CAPITAL MANAGEMENT LLC Service code 26 · EIN 37-1711781 | Advisory (Participants) | $10,510 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $8,009 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $1,307 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $620,561 | $95,274+551.3% | $135,903+356.6% | $74,419+733.9% |
| Participation rate | 87.2% | 78.2%+9.0pp | 81.9%+5.3pp | 70.7%+16.4pp |
| Annual return | -14.30% | 32.77%-47.1pp | 68.23%-82.5pp | 34.38%-48.7pp |
| Employer contribution / active EE | $29,951 | $3,874+673.1% | $4,856+516.8% | $2,637+1035.6% |
| Participant deferral / active EE | $16,379 | $7,782+110.5% | $7,758+111.1% | $4,528+261.7% |
| Admin fee / account holder | $359 | $266+35.1% | $10,762-96.7% | $348+3.3% |