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| Provider | Service type | Compensation |
|---|---|---|
FAIRCOURT PARTNERS, LLC2 years Service code 27 150 SOUTH WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $22,963 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,550 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,344 | $65,453-72.0% | $86,698-78.8% | $66,938-72.6% |
| Participation rate | 80.3% | 75.5%+4.8pp | 76.6%+3.7pp | 69.8%+10.5pp |
| Annual return | -18.49% | -10.89%-7.6pp | 35.95%-54.4pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,702 | $2,154-21.0% | $2,837-40.0% | $2,545-33.1% |
| Participant deferral / active EE | $4,166 | $4,102+1.6% | $4,656-10.5% | $4,238-1.7% |
| Admin fee / account holder | $120 | $642-81.3% | $7,493-98.4% | $594-79.7% |