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| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER1 year Filed as: BRIDGEWATER ADVISORY GROUP Service code 27 · EIN 83-0769376 986 W. ALLUVIAL, SUITE 101 · FRESNO, CA 93711 | Advisory (Plan) | $5,494 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,926 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142000600 | Recordkeeping | $151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,058 | $54,590-30.3% | $81,930-53.5% | $73,488-48.2% |
| Participation rate | 58.6% | 68.3%-9.8pp | 72.0%-13.4pp | 70.7%-12.1pp |
| Annual return | 9.72% | 17.74%-8.0pp | 29.49%-19.8pp | 28.51%-18.8pp |
| Employer contribution / active EE | $1,092 | $1,636-33.3% | $4,310-74.7% | $2,270-51.9% |
| Participant deferral / active EE | $2,347 | $2,759-14.9% | $7,107-67.0% | $3,740-37.2% |
| Admin fee / account holder | $124 | $592-79.1% | $5,158-97.6% | $513-75.8% |