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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 2609 KEISER BLVD · WYOMISSING, PA 19610 | Accounting | $6,900 |
Filed as: JOHN HANCOCK USA Service code 15 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $642 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,543 | $53,412+32.1% | $68,509+3.0% | $52,331+34.8% |
| Participation rate | 70.8% | 71.7%-0.9pp | 74.7%-3.9pp | 68.1%+2.7pp |
| Annual return | -1.27% | 3.42%-4.7pp | 8.27%-9.5pp | 4.54%-5.8pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,138 | $2,688-20.5% | $3,382-36.8% | $3,022-29.3% |
| Admin fee / account holder | $132 | $461-71.4% | $5,275-97.5% | $592-77.7% |