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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,561 |
Filed as: BAUKNIGHT, PIETRAS & STO Service code 10 · EIN 57-0940019 | Accounting | $8,000 |
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.
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).
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 | $4,525 | $34,634-86.9% | $77,100-94.1% | $64,824-93.0% |
| Participation rate | 48.8% | 49.8%-1.0pp | 67.9%-19.1pp | 71.5%-22.7pp |
| Annual return | -16.51% | -5.31%-11.2pp | 42.35%-58.9pp | 32.84%-49.4pp |
| Employer contribution / active EE | $171 | $1,385-87.7% | $2,815-93.9% | $2,507-93.2% |
| Participant deferral / active EE | $811 | $2,553-68.2% | $4,430-81.7% | $4,311-81.2% |
| Admin fee / account holder | $126 | $178-29.5% | $5,443-97.7% | $188-33.1% |