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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 13-5565207 | Accounting | $17,380 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,125 |
Service code 61 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Finders' fees / placement fees | $0 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 61 909 LOCUST ST · DES MOINES, IA 50309 | Finders' fees / placement fees | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,731 | $50,898+31.1% | $171,082-61.0% | $55,167+21.0% |
| Participation rate | 86.4% | 63.3%+23.1pp | 76.7%+9.7pp | 69.0%+17.4pp |
| Annual return | 8.67% | 15.34%-6.7pp | 32.56%-23.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $3,688 | $1,433+157.4% | $4,002-7.8% | $1,963+87.9% |
| Participant deferral / active EE | $7,205 | $2,994+140.6% | $4,797+50.2% | $3,054+135.9% |
| Admin fee / account holder | $373 | $500-25.3% | $8,520-95.6% | $504-25.9% |