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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,212 |
Filed as: BAUKNIGHT PIETRAS AND Service code 10 · EIN 57-0940019 | Accounting | $22,287 |
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).
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 | $6,784 | $40,435-83.2% | $80,648-91.6% | $74,473-90.9% |
| Participation rate | 46.3% | 47.4%-1.1pp | 67.0%-20.7pp | 70.7%-24.4pp |
| Annual return | 17.78% | 165.22%-147.4pp | 937.21%-919.4pp | 34.36%-16.6pp |
| Employer contribution / active EE | $210 | $1,498-86.0% | $2,724-92.3% | $2,638-92.0% |
| Participant deferral / active EE | $1,008 | $2,673-62.3% | $4,443-77.3% | $4,530-77.8% |
| Admin fee / account holder | $233 | $721-67.7% | $5,382-95.7% | $347-33.0% |