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| Provider | Service type | Compensation |
|---|---|---|
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN GROUP WEALTH ADVISORS LLC Service code 27 · EIN 47-5476782 | Advisory (Plan) | $31,390 |
THE STANDARD2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $28,214 |
CROSSPLANS9 years Service code 13 · EIN 20-4536537 | Contract Administrator | $19,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,443 | $62,688-40.3% | $178,014-79.0% | $77,671-51.8% |
| Participation rate | 30.1% | 66.9%-36.8pp | 77.1%-47.0pp | 70.6%-40.4pp |
| Annual return | 14.19% | 16.16%-2.0pp | 294.80%-280.6pp | 31.21%-17.0pp |
| Employer contribution / active EE | $634 | $1,912-66.8% | $3,950-83.9% | $2,726-76.7% |
| Participant deferral / active EE | $1,601 | $4,224-62.1% | $6,276-74.5% | $4,648-65.5% |
| Admin fee / account holder | $277 | $386-28.3% | $10,362-97.3% | $430-35.7% |