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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX ADVISORY SRVC Service code 27 · EIN 75-2428870 | Advisory (Plan) | $73,631 |
THE VANGUARD GROUP, INC.4 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $21,245 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,505 | $86,692-66.0% | $119,634-75.3% | $66,949-55.9% |
| Participation rate | 85.4% | 75.6%+9.8pp | 79.3%+6.1pp | 69.8%+15.5pp |
| Annual return | -16.44% | -8.00%-8.4pp | -14.98%-1.5pp | 1.57%-18.0pp |
| Employer contribution / active EE | $1,968 | $2,536-22.4% | $4,232-53.5% | $2,545-22.7% |
| Participant deferral / active EE | $3,355 | $4,360-23.1% | $5,601-40.1% | $4,239-20.9% |
| Admin fee / account holder | $421 | $755-44.3% | $10,329-95.9% | $594-29.1% |