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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $193,357 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 · EIN 47-5476782 | Advisory (Plan) | $76,681 |
Service code 38 · EIN 22-3327698 | Participant Communication | $65,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,904 |
JGD & ASSOCIATES LLP1 year Filed as: JGD ASSOCIATES Service code 10 · EIN 95-3132551 | Accounting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,845 | $160,040-75.1% | $147,096-72.9% | $145,877-72.7% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 14.49% | 98.49%-84.0pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $315,376 | $5,289+5862.4% | $4,936+6289.4% | $4,663+6663.4% |
| Participant deferral / active EE | $519,584 | $8,429+6064.4% | $8,071+6337.6% | $6,691+7665.9% |
| Admin fee / account holder | $600 | $15,050-96.0% | $13,005-95.4% | $13,402-95.5% |