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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 2609 KEISER BLVD · WYOMISSING, PA 19610 | Accounting | $8,100 |
Filed as: JOHN HANCOCK USA Service code 15 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $934 |
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 | $84,829 | $63,314+34.0% | $91,004-6.8% | $62,293+36.2% |
| Participation rate | 68.8% | 73.3%-4.5pp | 75.6%-6.8pp | 69.5%-0.7pp |
| Annual return | 18.48% | 21.00%-2.5pp | 4.60%+13.9pp | 28.90%-10.4pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,336 | $2,944-20.6% | $3,548-34.2% | $3,169-26.3% |
| Admin fee / account holder | $129 | $468-72.3% | $5,417-97.6% | $479-73.0% |