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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKERTILLY Service code 10 · EIN 83-2519857 | Accounting | $19,950 |
Service code 27 · EIN 86-0588303 | Advisory (Plan) | $10,376 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,161 | $95,417-73.6% | $135,974-81.5% | $74,460-66.2% |
| Participation rate | 53.9% | 78.2%-24.3pp | 81.9%-28.0pp | 70.7%-16.8pp |
| Annual return | 27.43% | 32.76%-5.3pp | 68.30%-40.9pp | 34.38%-6.9pp |
| Employer contribution / active EE | $1,611 | $3,878-58.5% | $4,859-66.8% | $2,638-38.9% |
| Participant deferral / active EE | $2,549 | $7,789-67.3% | $7,760-67.2% | $4,530-43.7% |
| Admin fee / account holder | $171 | $266-35.6% | $10,767-98.4% | $348-50.7% |