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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $80,055 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,869 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 15 · EIN 39-0859910 | Recordkeeping | $21,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,681 | $101,499+23.8% | $147,005-14.5% | $74,546+68.6% |
| Participation rate | 88.3% | 75.5%+12.8pp | 82.2%+6.1pp | 67.2%+21.1pp |
| Annual return | 5.12% | 8732.34%-8727.2pp | 418.76%-413.6pp | 1366.03%-1360.9pp |
| Employer contribution / active EE | $10,048 | $3,811+163.7% | $4,934+103.6% | $2,624+282.9% |
| Participant deferral / active EE | $15,072 | $7,304+106.3% | $8,070+86.8% | $4,347+246.7% |
| Admin fee / account holder | $527 | $1,748-69.9% | $13,006-95.9% | $1,944-72.9% |