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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 46 PUBLIC SQUARE, SUITE 400 · WILKES-BARRE, PA 18701 | Accounting | $13,575 |
Filed as: AMERITAS LIFE INSURANCE Service code 15 · EIN 47-0098400 | Recordkeeping | $600 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207 | Recordkeeping | $555 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 | Recordkeeping | $0 |
Filed as: AMERITAS LIFE INSURANCE GROUP Service code 15 | Recordkeeping | $0 |
PARK AVENUE SECURITIES LLC2 years Service code 22 10 HUDSON YARDS, FLOOR 20 · NEW YORK, NY 10001 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,087 | $78,682-46.5% | $109,188-61.5% | $85,851-51.0% |
| Participation rate | 95.5% | 68.3%+27.2pp | 75.9%+19.6pp | 69.3%+26.2pp |
| Annual return | 14.97% | 25.09%-10.1pp | 25.76%-10.8pp | 318.63%-303.7pp |
| Employer contribution / active EE | $1,218 | $2,734-55.4% | $3,723-67.3% | $2,565-52.5% |
| Participant deferral / active EE | $1,281 | $3,468-63.0% | $4,654-72.5% | $3,952-67.6% |
| Admin fee / account holder | $112 | $5,470-98.0% | $6,755-98.3% | $6,261-98.2% |