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| Provider | Service type | Compensation |
|---|---|---|
TRUSTED BUSINESS ADVISOR GROUP1+ years Service code 27 · EIN 68-0567456 | Advisory (Plan) | $4,960 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,959 |
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.
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 | $19,023 | $59,231-67.9% | $90,223-78.9% | $52,331-63.6% |
| Participation rate | 56.5% | 75.0%-18.5pp | 79.0%-22.6pp | 68.1%-11.6pp |
| Annual return | -3.21% | 3.53%-6.7pp | 1.31%-4.5pp | 4.54%-7.8pp |
| Employer contribution / active EE | $1,600 | $3,391-52.8% | $4,378-63.5% | $1,882-15.0% |
| Participant deferral / active EE | $2,177 | $4,659-53.3% | $5,792-62.4% | $3,022-28.0% |
| Admin fee / account holder | $126 | $515-75.4% | $7,406-98.3% | $592-78.6% |