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. ROTHSCHILD3 years Service code 10 · EIN 39-1908691 | Accounting | $12,464 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $5,579 |
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.)
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 | $47,361 | $28,109+68.5% | $71,086-33.4% | $56,287-15.9% |
| Participation rate | 23.3% | 40.4%-17.2pp | 54.7%-31.4pp | 69.9%-46.6pp |
| Annual return | -7.52% | -615.05%+607.5pp | 650.59%-658.1pp | -9.96%+2.4pp |
| Employer contribution / active EE | $626 | $558+12.2% | $1,088-42.5% | $2,111-70.4% |
| Participant deferral / active EE | $1,198 | $1,116+7.4% | $1,874-36.1% | $3,350-64.2% |
| Admin fee / account holder | $376 | $585-35.7% | $3,082-87.8% | $521-27.8% |