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| Provider | Service type | Compensation |
|---|---|---|
VANTAGE FINANCIAL GROUP1 year Service code 26 · EIN 34-1051417 | Advisory (Participants) | $5,469 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $99,804 | $58,726+69.9% | $92,240+8.2% | $62,293+60.2% |
| Participation rate | 23.0% | 68.3%-45.4pp | 76.5%-53.5pp | 69.5%-46.6pp |
| Annual return | 16.50% | 43.62%-27.1pp | 176.29%-159.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,040 | $2,766-62.4% | $3,897-73.3% | $3,169-67.2% |
| Admin fee / account holder | $504 | $556-9.4% | $5,194-90.3% | $479+5.2% |