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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VANTAGEN, LLC Service code 13 PO BOX 8500 · PHILADELPHIA, PA 19178 | Contract Administrator | $13,089 |
DON A SLABAUGH, LLC1 year Filed as: DON SERVICES Service code 99 101 S. MERCER STREET · NEW CASTLE, PA 16101 | Other Fees | $13,000 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $12,965 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 13 · EIN 23-2932984 | Contract Administrator | $6,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,932 | $47,163-66.2% | $149,696-89.4% | $74,460-78.6% |
| Participation rate | 27.8% | 63.4%-35.6pp | 78.8%-51.0pp | 70.7%-42.9pp |
| Annual return | 15.38% | 22.75%-7.4pp | 134.46%-119.1pp | 34.38%-19.0pp |
| Employer contribution / active EE | $336 | $1,907-82.4% | $4,821-93.0% | $2,638-87.3% |
| Participant deferral / active EE | $579 | $2,730-78.8% | $5,682-89.8% | $4,530-87.2% |
| Admin fee / account holder | $284 | $343-17.1% | $13,212-97.8% | $348-18.2% |