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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US, LLP. Service code 10 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $19,003 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,226 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,023 | $73,839-75.6% | $143,788-87.5% | $68,495-73.7% |
| Participation rate | 40.7% | 66.7%-26.0pp | 80.3%-39.6pp | 67.9%-27.2pp |
| Annual return | -20.67% | 1.01%-21.7pp | -0.03%-20.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,365 | $3,184-57.1% | $4,952-72.4% | $2,596-47.4% |
| Participant deferral / active EE | $1,884 | $3,384-44.3% | $5,638-66.6% | $4,028-53.2% |
| Admin fee / account holder | $507 | $5,755-91.2% | $14,675-96.5% | $5,403-90.6% |