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| Provider | Service type | Compensation |
|---|---|---|
VANTAGE FINANCIAL GROUP3 years Service code 26 · EIN 34-1051417 | Advisory (Participants) | $8,589 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $146 |
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 | $102,227 | $63,114+62.0% | $92,909+10.0% | $65,185+56.8% |
| Participation rate | 24.5% | 68.8%-44.2pp | 76.0%-51.5pp | 70.2%-45.7pp |
| Annual return | 20.83% | 28.75%-7.9pp | 109.44%-88.6pp | 29.38%-8.6pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,091 | $3,108-64.9% | $4,238-74.2% | $3,514-68.9% |
| Admin fee / account holder | $765 | $624+22.7% | $5,795-86.8% | $847-9.7% |