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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $844 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,552 | $84,499-36.6% | $125,391-57.3% | $66,949-20.0% |
| Participation rate | 82.8% | 76.4%+6.4pp | 82.4%+0.4pp | 69.8%+13.0pp |
| Annual return | -18.41% | -8.49%-9.9pp | 572.41%-590.8pp | 1.57%-20.0pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $6,787 | $6,7850% | $7,448-8.9% | $4,239+60.1% |
| Admin fee / account holder | $47 | $685-93.2% | $10,009-99.5% | $594-92.1% |