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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,750 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US,LLP Service code 10 · EIN 39-0859910 | Accounting | $15,209 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 27 · EIN 52-1523364 | Advisory (Plan) | $12,489 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,831-100.0% | $218,366-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 40.0%-40.0pp | 9.9%-9.9pp |
| Annual return | -20.47% | -12.22%-8.2pp | -9.12%-11.3pp | -5.25%-15.2pp |
| Employer contribution / active EE | $713 | $7,394-90.4% | $36,696-98.1% | $15,161-95.3% |
| Participant deferral / active EE | $0 | $0 | $72-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $309-100.0% | $3,602-100.0% | $3,859-100.0% |