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| Provider | Service type | Compensation |
|---|---|---|
FAIRCOURT PARTNERS, LLC1 year Service code 27 150 SOUTH WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $16,677 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,568 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,107 | $99,957-34.9% | $149,730-56.5% | $73,493-11.4% |
| Participation rate | 56.5% | 75.7%-19.2pp | 82.5%-26.0pp | 70.7%-14.2pp |
| Annual return | 77.21% | 53.87%+23.3pp | 276.70%-199.5pp | 28.51%+48.7pp |
| Employer contribution / active EE | $1,028 | $3,191-67.8% | $4,645-77.9% | $2,270-54.7% |
| Participant deferral / active EE | $3,662 | $6,073-39.7% | $6,843-46.5% | $3,740-2.1% |
| Admin fee / account holder | $234 | $551-57.5% | $9,310-97.5% | $513-54.4% |