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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,344,730 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $36,500 |
Filed as: KESTRA ADVISORY SERVICES Service code 16 · EIN 74-2794194 | Consulting | $22,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 · EIN 35-2552359 | Consulting | $11,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $13,470 | $66,513-79.7% | $178,510-92.5% | $106,273-87.3% |
| Participation rate | 93.6% | 73.8%+19.8pp | 81.9%+11.7pp | 70.8%+22.8pp |
| Annual return | 13.93% | 21.81%-7.9pp | 151.13%-137.2pp | 21.70%-7.8pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $1,588 | $3,679-56.9% | $5,202-69.5% | $4,601-65.5% |
| Admin fee / account holder | $64 | $53+20.3% | $13,988-99.5% | $78-17.9% |