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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC2 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $20,487 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,430 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,579 | $69,774-77.7% | $67,561-76.9% | $74,429-79.1% |
| Participation rate | 97.1% | 71.4%+25.7pp | 72.9%+24.2pp | 67.2%+29.9pp |
| Annual return | 13.70% | -40.53%+54.2pp | 3525.44%-3511.7pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $2,113 | $2,710-22.0% | $2,735-22.7% | $2,625-19.5% |
| Participant deferral / active EE | $3,470 | $3,636-4.6% | $4,003-13.3% | $4,348-20.2% |
| Admin fee / account holder | $63 | $890-92.9% | $4,006-98.4% | $1,944-96.8% |