Filed May 29, 2015 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $28,832 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $11,750 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,490 | $101,878-51.4% | $112,504-56.0% | $71,535-30.8% |
| Participation rate | 29.4% | 82.1%-52.7pp | 80.6%-51.2pp | 67.9%-38.5pp |
| Annual return | 14.50% | 28.92%-14.4pp | 34.13%-19.6pp | 28.97%-14.5pp |
| Employer contribution / active EE | $4,771 | $4,743+0.6% | $4,571+4.4% | $2,590+84.2% |
| Participant deferral / active EE | $3,641 | $6,771-46.2% | $6,522-44.2% | $4,292-15.2% |
| Admin fee / account holder | $311 | $1,393-77.7% | $7,048-95.6% | $1,589-80.4% |