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| Provider | Service type | Compensation |
|---|---|---|
VANTAGE FINANCIAL GROUP4 years Service code 26 · EIN 34-1051417 | Advisory (Participants) | $9,556 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $116 |
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 | $132,321 | $69,383+90.7% | $101,271+30.7% | $73,493+80.0% |
| Participation rate | 21.3% | 68.4%-47.1pp | 75.8%-54.5pp | 70.7%-49.4pp |
| Annual return | 23.02% | 18.46%+4.6pp | 46.48%-23.5pp | 28.51%-5.5pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $923 | $3,301-72.0% | $4,371-78.9% | $3,740-75.3% |
| Admin fee / account holder | $864 | $704+22.8% | $5,948-85.5% | $513+68.4% |