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| Provider | Service type | Compensation |
|---|---|---|
M GROUP INVESTMENT ADVISOR5 years Service code 27 · EIN 45-3838296 | Advisory (Plan) | $37,593 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,118 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,868 | $136,307-20.9% | $177,840-39.3% | $73,493+46.8% |
| Participation rate | 87.1% | 86.1%+1.0pp | 87.7%-0.6pp | 70.7%+16.4pp |
| Annual return | 16.50% | 18.68%-2.2pp | 48.32%-31.8pp | 28.51%-12.0pp |
| Employer contribution / active EE | $5,914 | $3,712+59.3% | $5,919-0.1% | $2,270+160.5% |
| Participant deferral / active EE | $10,794 | $5,829+85.2% | $7,714+39.9% | $3,740+188.6% |
| Admin fee / account holder | $423 | $596-29.0% | $12,431-96.6% | $513-17.6% |