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| Provider | Service type | Compensation |
|---|---|---|
KARP CAPITAL MANAGEMENT2 years Service code 26 · EIN 20-1159707 | Advisory (Participants) | $10,151 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,530 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $258 |
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.
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 | $25,081 | $71,666-65.0% | $117,861-78.7% | $69,631-64.0% |
| Participation rate | 68.1% | 77.5%-9.4pp | 79.7%-11.5pp | 70.7%-2.5pp |
| Annual return | 16.98% | 18.86%-1.9pp | 335.11%-318.1pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $738 | $1,889-60.9% | $3,786-80.5% | $2,032-63.7% |
| Participant deferral / active EE | $2,751 | $3,340-17.6% | $4,482-38.6% | $3,224-14.7% |
| Admin fee / account holder | $11 | $120-91.1% | $8,021-99.9% | $110-90.3% |