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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 | $88,360+104.2% | $145,433+24.1% | $67,986+165.4% |
| Participation rate | 97.6% | 65.5%+32.1pp | 82.1%+15.5pp | 57.2%+40.4pp |
| Annual return | 23.37% | 63.15%-39.8pp | 66.58%-43.2pp | 31.67%-8.3pp |
| Employer contribution / active EE | $21,613 | $3,054+607.7% | $4,554+374.5% | $2,019+970.6% |
| Participant deferral / active EE | $17,970 | $5,932+202.9% | $7,897+127.5% | $3,358+435.1% |
| Admin fee / account holder | $299 | $3,313-91.0% | $13,129-97.7% | $3,203-90.7% |