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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $318,834 |
BKS RETIREMENT SERVICES6 years Service code 28 · EIN 84-1921272 | Investment Management | $30,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $27,000 |
UHY LLP10+ years Service code 10 · EIN 20-0694403 | Accounting | $11,085 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN GROUP WEALTH ADVISORS LLC Service code 28 · EIN 47-5476782 | Investment Management | $7,500 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,119 | $145,906-84.2% | $67,560-65.8% | $106,553-78.3% |
| Participation rate | 18.1% | 67.1%-49.1pp | 72.9%-54.9pp | 69.8%-51.7pp |
| Annual return | 11.96% | 15.10%-3.1pp | 3533.50%-3521.5pp | 17.37%-5.4pp |
| Employer contribution / active EE | $119 | $6,028-98.0% | $2,737-95.7% | $3,359-96.5% |
| Participant deferral / active EE | $481 | $5,093-90.6% | $4,004-88.0% | $5,562-91.4% |
| Admin fee / account holder | $90 | $38+137.6% | $3,994-97.7% | $80+12.9% |