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. ROTHSCHILD2 years Service code 10 · EIN 39-1908691 | Accounting | $9,832 |
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).
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 | $47,577 | $31,388+51.6% | $73,550-35.3% | $62,293-23.6% |
| Participation rate | 25.6% | 39.9%-14.2pp | 54.9%-29.3pp | 69.5%-43.9pp |
| Annual return | 19.05% | 25.34%-6.3pp | -15.16%+34.2pp | 28.90%-9.8pp |
| Employer contribution / active EE | $671 | $498+34.8% | $1,219-44.9% | $2,042-67.1% |
| Participant deferral / active EE | $1,305 | $1,028+26.9% | $1,804-27.7% | $3,169-58.8% |
| Admin fee / account holder | $296 | $299-1.1% | $2,320-87.2% | $479-38.3% |