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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $89,497 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 82-1434504 | Other Fees | $40,417 |
GRAY, GRAY & GRAY1 year Filed as: GRAY GRAY & GRAY LLP Service code 99 · EIN 04-2088368 | Other Fees | $16,000 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $15,003 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,036 | $91,407+82.7% | $135,903+22.9% | $71,457+133.8% |
| Participation rate | 95.8% | 75.7%+20.2pp | 81.9%+13.9pp | 67.9%+27.9pp |
| Annual return | 16.75% | 29.90%-13.1pp | 68.23%-51.5pp | 28.85%-12.1pp |
| Employer contribution / active EE | $5,355 | $3,703+44.6% | $4,856+10.3% | $2,588+107.0% |
| Participant deferral / active EE | $15,228 | $7,092+114.7% | $7,758+96.3% | $4,289+255.1% |
| Admin fee / account holder | $306 | $1,266-75.8% | $10,762-97.2% | $1,587-80.7% |