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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY FINANCIAL, LLC Service code 26 24624 I-45 NORTH, STE. 150 · SPRING, TX 77386 | Advisory (Participants) | $27,726 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,866 | $35,986+322.0% | $77,513+95.9% | $73,493+106.6% |
| Participation rate | 14.3% | 40.8%-26.6pp | 54.2%-39.9pp | 70.7%-56.4pp |
| Annual return | 9.89% | 19.26%-9.4pp | 54.81%-44.9pp | 28.51%-18.6pp |
| Employer contribution / active EE | $386 | $557-30.8% | $987-60.9% | $2,270-83.0% |
| Participant deferral / active EE | $692 | $1,198-42.2% | $1,861-62.8% | $3,740-81.5% |
| Admin fee / account holder | $1,015 | $466+118.0% | $2,859-64.5% | $513+97.9% |