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. ROTHSCHILD4 years Service code 10 · EIN 39-1908691 | Accounting | $10,932 |
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 | $53,688 | $31,679+69.5% | $74,722-28.1% | $65,185-17.6% |
| Participation rate | 24.9% | 40.4%-15.5pp | 54.5%-29.6pp | 70.2%-45.3pp |
| Annual return | 24.50% | 39.04%-14.5pp | 753.11%-728.6pp | 29.38%-4.9pp |
| Employer contribution / active EE | $602 | $566+6.4% | $1,084-44.4% | $2,177-72.3% |
| Participant deferral / active EE | $1,204 | $1,191+1.1% | $1,963-38.7% | $3,514-65.7% |
| Admin fee / account holder | $323 | $379-14.7% | $3,335-90.3% | $847-61.9% |