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| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER2 years Filed as: BRIDGEWATER ADVISORY GROUP Service code 27 986 W. ALLUVIAL, SUITE 101 · FRESNO, CA 93711 | Advisory (Plan) | $5,756 |
THE VANGUARD GROUP, INC.3 years Service code 15 | Recordkeeping | $930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,202 | $58,101-84.2% | $118,946-92.3% | $73,412-87.5% |
| Participation rate | 26.4% | 56.1%-29.7pp | 75.4%-48.9pp | 72.2%-45.7pp |
| Annual return | 16.12% | 20.56%-4.4pp | 35.89%-19.8pp | 59.30%-43.2pp |
| Employer contribution / active EE | $376 | $1,445-73.9% | $3,263-88.5% | $2,234-83.1% |
| Participant deferral / active EE | $497 | $2,400-79.3% | $4,266-88.4% | $3,806-86.9% |
| Admin fee / account holder | $36 | $138-74.0% | $6,581-99.5% | $158-77.3% |