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| Provider | Service type | Compensation |
|---|---|---|
WEDBUSH SECURITIES INC.2 years Filed as: WEDBUSH SECURITIES Service code 27 · EIN 95-2495390 | Advisory (Plan) | $34,981 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,174 | $46,292+25.7% | $143,757-59.5% | $64,808-10.2% |
| Participation rate | 49.1% | 64.2%-15.1pp | 80.3%-31.2pp | 71.5%-22.4pp |
| Annual return | -13.42% | -10.05%-3.4pp | -0.04%-13.4pp | 32.82%-46.2pp |
| Employer contribution / active EE | $221 | $1,910-88.4% | $4,951-95.5% | $2,506-91.2% |
| Participant deferral / active EE | $3,403 | $2,646+28.6% | $5,637-39.6% | $4,310-21.1% |
| Admin fee / account holder | $252 | $154+63.9% | $14,673-98.3% | $188+34.2% |