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| Provider | Service type | Compensation |
|---|---|---|
FAIRCOURT PARTNERS, LLC5 years Service code 27 150 SOUTH WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $70,961 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,889 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,301 | $106,247-34.8% | $147,096-52.9% | $77,714-10.8% |
| Participation rate | 62.9% | 78.4%-15.5pp | 82.2%-19.3pp | 70.6%-7.7pp |
| Annual return | 17.41% | 56.87%-39.5pp | 419.75%-402.3pp | 31.26%-13.8pp |
| Employer contribution / active EE | $1,442 | $4,069-64.6% | $4,936-70.8% | $2,727-47.1% |
| Participant deferral / active EE | $5,983 | $7,996-25.2% | $8,071-25.9% | $4,649+28.7% |
| Admin fee / account holder | $339 | $338+0.1% | $13,005-97.4% | $433-21.8% |