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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY FINANCIAL, LLC Service code 26 24624 I-45 NORTH, STE. 150 · SPRING, TX 77386 | Advisory (Participants) | $15,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,485 | $31,679+589.7% | $74,722+192.4% | $65,185+235.2% |
| Participation rate | 13.8% | 40.4%-26.5pp | 54.5%-40.6pp | 70.2%-56.4pp |
| Annual return | 25.58% | 39.04%-13.5pp | 753.11%-727.5pp | 29.38%-3.8pp |
| Employer contribution / active EE | $450 | $566-20.5% | $1,084-58.5% | $2,177-79.3% |
| Participant deferral / active EE | $977 | $1,191-18.0% | $1,963-50.2% | $3,514-72.2% |
| Admin fee / account holder | $889 | $379+134.7% | $3,335-73.3% | $847+4.9% |