Filed February 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD4 years Service code 10 · EIN 39-1908691 | Accounting | $21,129 |
THE VANGUARD GROUP, INC.4 years Service code 12 · EIN 23-1945930 | Recordkeeping and information managem... | $13,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,299 | $62,928-13.7% | $172,753-68.6% | $67,582-19.7% |
| Participation rate | 28.8% | 64.5%-35.7pp | 82.6%-53.9pp | 71.3%-42.5pp |
| Annual return | 21.49% | 30.36%-8.9pp | 803.00%-781.5pp | 378.57%-357.1pp |
| Employer contribution / active EE | $487 | $1,636-70.2% | $5,144-90.5% | $2,148-77.3% |
| Participant deferral / active EE | $978 | $2,145-54.4% | $5,198-81.2% | $3,539-72.4% |
| Admin fee / account holder | $223 | $167+34.1% | $13,956-98.4% | $142+57.0% |