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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,332 |
Filed as: BAUKNIGHT PIETRAS & STOR Service code 10 · EIN 57-0940019 | Accounting | $17,287 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $7,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,270 | $45,022-79.4% | $85,126-89.1% | $77,714-88.1% |
| Participation rate | 49.9% | 48.7%+1.2pp | 67.5%-17.6pp | 70.6%-20.7pp |
| Annual return | 24.32% | 79.38%-55.1pp | 66.63%-42.3pp | 31.26%-6.9pp |
| Employer contribution / active EE | $252 | $1,610-84.4% | $2,731-90.8% | $2,727-90.8% |
| Participant deferral / active EE | $1,238 | $2,811-56.0% | $4,523-72.6% | $4,649-73.4% |
| Admin fee / account holder | $205 | $913-77.6% | $6,160-96.7% | $433-52.8% |