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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RITHOLTZ WEALTH MANAGEMENT. Service code 27 · EIN 46-3303127 | Advisory (Plan) | $9,122 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $288 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,607 | $65,437-48.6% | $86,698-61.2% | $66,949-49.8% |
| Participation rate | 37.0% | 75.5%-38.5pp | 76.6%-39.6pp | 69.8%-32.8pp |
| Annual return | -14.87% | -10.91%-4.0pp | 35.96%-50.8pp | 1.57%-16.4pp |
| Employer contribution / active EE | $1,457 | $2,154-32.3% | $2,837-48.6% | $2,545-42.8% |
| Participant deferral / active EE | $2,797 | $4,102-31.8% | $4,656-39.9% | $4,239-34.0% |
| Admin fee / account holder | $162 | $642-74.7% | $7,492-97.8% | $594-72.7% |