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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $175,000 |
ROBERT HALF1+ years Service code 16 · EIN 94-1648752 | Consulting | $34,658 |
LITTLER MENDELSON, P.C.1+ years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $24,225 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,911 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,650 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,679 | $108,942-47.1% | $100,415-42.6% | $145,897-60.5% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | -12.68% | 58.27%-71.0pp | 49.47%-62.2pp | 552.29%-565.0pp |
| Employer contribution / active EE | $149,307 | $4,422+3276.5% | $3,943+3686.7% | $4,663+3102.2% |
| Participant deferral / active EE | $1,056,452 | $8,461+12386.1% | $8,091+12956.8% | $6,689+15693.2% |
| Admin fee / account holder | $10,758 | $9,702+10.9% | $7,906+36.1% | $13,390-19.7% |