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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $89,122 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,000 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $6,475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,855 | $53,216-66.4% | $155,534-88.5% | $199,960-91.1% |
| Participation rate | 79.0% | 64.1%+14.9pp | 78.2%+0.8pp | 72.0%+7.0pp |
| Annual return | 14.39% | 41.18%-26.8pp | 64.92%-50.5pp | 34.28%-19.9pp |
| Employer contribution / active EE | $16 | $1,848-99.1% | $4,675-99.7% | $3,036-99.5% |
| Participant deferral / active EE | $3,907 | $3,164+23.5% | $5,630-30.6% | $5,087-23.2% |
| Admin fee / account holder | $83 | $186-55.1% | $15,900-99.5% | $269-69.1% |