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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 | $106,110-34.7% | $147,005-52.9% | $77,671-10.8% |
| Participation rate | 62.9% | 78.4%-15.5pp | 82.2%-19.2pp | 70.6%-7.7pp |
| Annual return | 17.41% | 56.77%-39.4pp | 418.76%-401.4pp | 31.21%-13.8pp |
| Employer contribution / active EE | $1,442 | $4,065-64.5% | $4,934-70.8% | $2,726-47.1% |
| Participant deferral / active EE | $5,983 | $7,992-25.1% | $8,070-25.9% | $4,648+28.7% |
| Admin fee / account holder | $339 | $338+0.3% | $13,006-97.4% | $430-21.3% |