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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,960 |
FAIRVIEW FINANCIAL LLC3+ years Service code 27 · EIN 04-3704508 | Advisory (Plan) | $21,538 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,380 | $71,192-61.5% | $117,861-76.8% | $62,293-56.0% |
| Participation rate | 92.3% | 74.2%+18.1pp | 79.7%+12.7pp | 69.5%+22.8pp |
| Annual return | 15.68% | 18.66%-3.0pp | 335.11%-319.4pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,995 | $1,934+3.2% | $3,786-47.3% | $2,042-2.3% |
| Participant deferral / active EE | $4,562 | $3,189+43.1% | $4,482+1.8% | $3,169+44.0% |
| Admin fee / account holder | $195 | $587-66.7% | $8,021-97.6% | $479-59.2% |