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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,209 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 · EIN 47-5476782 | Advisory (Plan) | $25,655 |
Participant contribution per participant 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.
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 | $18,499 | $90,003-79.4% | $100,398-81.6% | $77,692-76.2% |
| Participation rate | 82.8% | 81.3%+1.5pp | 81.5%+1.3pp | 70.6%+12.2pp |
| Annual return | 36.83% | 20.61%+16.2pp | 49.32%-12.5pp | 31.25%+5.6pp |
| Employer contribution / active EE | $1,399 | $3,043-54.0% | $3,946-64.6% | $2,726-48.7% |
| Participant deferral / active EE | $3,097 | $8,287-62.6% | $8,084-61.7% | $4,648-33.4% |
| Admin fee / account holder | $185 | $172+7.5% | $7,893-97.7% | $431-57.1% |