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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,315 |
Service code 27 24 E COTA STREET, STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,958 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,306 | $50,199-79.5% | $69,890-85.3% | $66,949-84.6% |
| Participation rate | 97.0% | 66.3%+30.7pp | 70.5%+26.5pp | 69.8%+27.2pp |
| Annual return | -17.60% | -13.85%-3.8pp | 190.84%-208.4pp | 1.57%-19.2pp |
| Employer contribution / active EE | $2,009 | $1,864+7.8% | $2,560-21.5% | $2,545-21.1% |
| Participant deferral / active EE | $1,910 | $3,112-38.6% | $3,848-50.4% | $4,239-54.9% |
| Admin fee / account holder | $101 | $600-83.2% | $6,267-98.4% | $594-83.0% |