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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $11,880 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,329 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,979 | $69,305-58.2% | $82,312-64.8% | $69,631-58.4% |
| Participation rate | 65.2% | 80.3%-15.1pp | 76.9%-11.7pp | 70.7%-5.5pp |
| Annual return | 34.81% | 21.47%+13.3pp | 25.88%+8.9pp | 27571.02%-27536.2pp |
| Employer contribution / active EE | $1,314 | $1,887-30.4% | $2,428-45.9% | $2,032-35.4% |
| Participant deferral / active EE | $3,794 | $3,568+6.3% | $3,706+2.4% | $3,224+17.7% |
| Admin fee / account holder | $72 | $97-26.1% | $5,608-98.7% | $110-34.9% |