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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,568 |
PHILIPS & COMPANY ADVISORS3 years Service code 27 1300 SW 5TH AVE · PORTLAND, OR 97201 | Advisory (Plan) | $14,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,850 | $48,261-54.7% | $68,612-68.2% | $55,725-60.8% |
| Participation rate | 36.9% | 71.0%-34.2pp | 72.2%-35.4pp | 70.9%-34.0pp |
| Annual return | -4.83% | -2.61%-2.2pp | -4.63%-0.2pp | 244.93%-249.8pp |
| Employer contribution / active EE | $465 | $1,742-73.3% | $2,625-82.3% | $2,078-77.6% |
| Participant deferral / active EE | $1,264 | $2,712-53.4% | $3,311-61.8% | $3,356-62.3% |
| Admin fee / account holder | $174 | $126+38.3% | $5,131-96.6% | $115+51.5% |