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| Provider | Service type | Compensation |
|---|---|---|
VANTAGE FINANCIAL GROUP5 years Filed as: VANTAGE FINANCIAL GROUP, INC. Service code 27 6200 ROCKSIDE ROAD · CLEVELAND, OH 44131 | Advisory (Plan) | $27,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,516 | $88,360-41.7% | $145,433-64.6% | $67,986-24.2% |
| Participation rate | 54.0% | 65.5%-11.5pp | 82.1%-28.1pp | 57.2%-3.2pp |
| Annual return | 17.95% | 63.15%-45.2pp | 66.58%-48.6pp | 31.67%-13.7pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8,457 | $5,932+42.6% | $7,897+7.1% | $3,358+151.8% |
| Admin fee / account holder | $420 | $3,313-87.3% | $13,129-96.8% | $3,203-86.9% |