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| Provider | Service type | Compensation |
|---|---|---|
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 · EIN 47-5476782 | Advisory (Plan) | $32,190 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,975 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,581 |
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 | $180,443 | $75,058+140.4% | $152,301+18.5% | $64,340+180.5% |
| Participation rate | 97.6% | 60.9%+36.7pp | 82.4%+15.2pp | 55.2%+42.4pp |
| Annual return | 23.37% | 29.93%-6.6pp | 80.50%-57.1pp | 24.14%-0.8pp |
| Employer contribution / active EE | $21,613 | $2,605+729.7% | $4,624+367.4% | $1,862+1060.9% |
| Participant deferral / active EE | $17,970 | $5,041+256.5% | $8,004+124.5% | $2,980+502.9% |
| Admin fee / account holder | $299 | $4,050-92.6% | $14,398-97.9% | $3,703-91.9% |