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| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.1 year Service code 27 · EIN 62-1254528 | Advisory (Plan) | $21,610 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,144 | $54,213-62.8% | $93,696-78.5% | $77,736-74.1% |
| Participation rate | 32.2% | 64.0%-31.8pp | 68.7%-36.5pp | 70.6%-38.4pp |
| Annual return | 20.92% | 30.55%-9.6pp | 133.74%-112.8pp | 31.26%-10.3pp |
| Employer contribution / active EE | $1,273 | $1,168+9.0% | $2,422-47.4% | $2,728-53.3% |
| Participant deferral / active EE | $1,819 | $3,145-42.2% | $4,417-58.8% | $4,651-60.9% |
| Admin fee / account holder | $247 | $575-57.0% | $8,287-97.0% | $433-43.0% |