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| Provider | Service type | Compensation |
|---|---|---|
VANTAGE FINANCIAL GROUP6 years Service code 26 · EIN 34-1051417 | Advisory (Participants) | $11,304 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $108 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,615 | $64,707+95.7% | $112,228+12.8% | $68,494+84.9% |
| Participation rate | 26.5% | 67.2%-40.6pp | 75.1%-48.5pp | 67.9%-41.4pp |
| Annual return | -19.86% | -11.40%-8.5pp | 27.45%-47.3pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,204 | $3,565-66.2% | $4,728-74.5% | $4,027-70.1% |
| Admin fee / account holder | $868 | $5,232-83.4% | $6,410-86.5% | $5,403-83.9% |