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| Provider | Service type | Compensation |
|---|---|---|
INVESTACORP1 year Filed as: INVESTACORP ADVISORY SERVICES Service code 27 · EIN 59-2395469 | Advisory (Plan) | $6,707 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,133 | $27,641+472.1% | $61,373+157.7% | $68,494+130.9% |
| Participation rate | 13.3% | 39.5%-26.2pp | 52.6%-39.3pp | 67.9%-54.6pp |
| Annual return | -24.89% | -13.24%-11.7pp | 338.61%-363.5pp | -7.84%-17.0pp |
| Employer contribution / active EE | $408 | $695-41.3% | $1,159-64.8% | $2,596-84.3% |
| Participant deferral / active EE | $1,362 | $1,263+7.9% | $2,125-35.9% | $4,027-66.2% |
| Admin fee / account holder | $689 | $2,010-65.7% | $2,130-67.6% | $5,403-87.2% |