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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1 year Service code 27 · EIN 46-2648231 | Advisory (Plan) | $9,994 |
Filed as: WALDRON H. RAND Service code 10 · EIN 04-2759781 | Accounting | $6,850 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,305 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,200 | $37,463+76.7% | $77,096-14.1% | $66,938-1.1% |
| Participation rate | 10.8% | 52.9%-42.2pp | 67.9%-57.2pp | 69.8%-59.0pp |
| Annual return | -18.80% | -3.25%-15.6pp | 42.35%-61.1pp | 1.58%-20.4pp |
| Employer contribution / active EE | $207 | $1,535-86.5% | $2,814-92.6% | $2,545-91.8% |
| Participant deferral / active EE | $1,086 | $2,621-58.6% | $4,429-75.5% | $4,238-74.4% |
| Admin fee / account holder | $748 | $568+31.6% | $5,428-86.2% | $594+26.0% |