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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,100 |
AMERICAN REALTY ADVISORS1 year Filed as: THE AMERICAN AUDITORS GROUP LLC Service code 10 PO BOX 48056 · SPOKANE, WA 99228 | Accounting | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,048 | $46,332-74.0% | $143,797-91.6% | $64,824-81.4% |
| Participation rate | 66.5% | 64.2%+2.3pp | 80.3%-13.8pp | 71.5%-4.9pp |
| Annual return | -17.11% | -10.05%-7.1pp | -0.04%-17.1pp | 32.84%-50.0pp |
| Employer contribution / active EE | $1,503 | $1,911-21.4% | $4,952-69.6% | $2,507-40.0% |
| Participant deferral / active EE | $2,203 | $2,647-16.8% | $5,638-60.9% | $4,311-48.9% |
| Admin fee / account holder | $45 | $154-70.8% | $14,679-99.7% | $188-76.1% |