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| Provider | Service type | Compensation |
|---|---|---|
KOVACK SECURITIES INC1 year Filed as: KOVACK ADVISORS INC Service code 27 · EIN 20-0981614 | Advisory (Plan) | $5,848 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,340 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,649 | $84,487-72.0% | $125,339-81.1% | $66,914-64.7% |
| Participation rate | 75.2% | 76.4%-1.2pp | 82.4%-7.1pp | 69.8%+5.4pp |
| Annual return | -16.85% | -8.39%-8.5pp | 572.05%-588.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,098 | $3,553-40.9% | $4,814-56.4% | $2,544-17.5% |
| Participant deferral / active EE | $5,411 | $6,781-20.2% | $7,446-27.3% | $4,237+27.7% |
| Admin fee / account holder | $73 | $685-89.3% | $10,010-99.3% | $593-87.7% |