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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,669 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,900 |
Filed as: FIDELITY INVESTMENTS INST OP CO. Service code 60 | Sub-TA Fees | $0 |
FIDELTY INV. INST. OPS. CO.2 years Filed as: FIDELTY INVESTMENTS INST OP CO. Service code 60 | Sub-TA Fees | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,322 | $73,102-80.4% | $123,553-88.4% | $56,289-74.6% |
| Participation rate | 95.3% | 74.3%+21.0pp | 82.3%+13.0pp | 69.9%+25.5pp |
| Annual return | -6.46% | 3.01%-9.5pp | 119.21%-125.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,411 | $2,977-19.0% | $4,628-47.9% | $2,111+14.2% |
| Participant deferral / active EE | $5,302 | $5,423-2.2% | $6,426-17.5% | $3,350+58.3% |
| Admin fee / account holder | $147 | $554-73.4% | $9,284-98.4% | $521-71.7% |