Filed October 27, 2025 (most recent of 14 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD1 year Service code 10 · EIN 39-1908691 | Accounting | $7,621 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,373 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,199 | $25,723+52.4% | $69,182-43.3% | $55,167-28.9% |
| Participation rate | 25.6% | 39.4%-13.8pp | 55.1%-29.5pp | 69.0%-43.3pp |
| Annual return | 8.40% | 9.56%-1.2pp | -21.93%+30.3pp | 169.23%-160.8pp |
| Employer contribution / active EE | $598 | $480+24.4% | $1,206-50.4% | $1,963-69.5% |
| Participant deferral / active EE | $1,041 | $963+8.0% | $1,897-45.1% | $3,054-65.9% |
| Admin fee / account holder | $286 | $365-21.6% | $2,697-89.4% | $504-43.3% |