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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 2609 KEISER BLVD · WYOMISSING, PA 19610 | Accounting | $7,100 |
Filed as: JOHN HANCOCK USA Service code 15 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $670 |
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.
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 | $78,376 | $56,640+38.4% | $78,002+0.5% | $55,167+42.1% |
| Participation rate | 67.5% | 73.3%-5.8pp | 75.5%-8.0pp | 69.0%-1.5pp |
| Annual return | 8.69% | 2868.48%-2859.8pp | 425.99%-417.3pp | 169.23%-160.5pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,013 | $2,778-27.5% | $3,497-42.4% | $3,054-34.1% |
| Admin fee / account holder | $124 | $467-73.3% | $5,481-97.7% | $504-75.3% |