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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $236,311 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $0 |
Employer contribution per participant 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 | $44,073 | $95,388-53.8% | $125,381-64.8% | $77,906-43.4% |
| Participation rate | 96.4% | 78.6%+17.8pp | 82.4%+14.1pp | 73.7%+22.7pp |
| Annual return | -15.17% | 116.19%-131.4pp | 572.31%-587.5pp | 12.16%-27.3pp |
| Employer contribution / active EE | $764 | $3,666-79.2% | $4,815-84.1% | $2,846-73.2% |
| Participant deferral / active EE | $5,889 | $7,711-23.6% | $7,448-20.9% | $4,805+22.6% |
| Admin fee / account holder | $47 | $119-60.6% | $10,007-99.5% | $133-64.7% |