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| Provider | Service type | Compensation |
|---|---|---|
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS L Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $73,374 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,165 | $93,351-19.5% | $62,929+19.4% | $79,634-5.6% |
| Participation rate | 41.2% | 74.6%-33.4pp | 73.1%-31.9pp | 62.5%-21.2pp |
| Annual return | 17.01% | 14.37%+2.6pp | 1063.93%-1046.9pp | 36.46%-19.4pp |
| Employer contribution / active EE | $870 | $3,135-72.3% | $2,505-65.3% | $2,529-65.6% |
| Participant deferral / active EE | $2,060 | $3,921-47.5% | $3,888-47.0% | $3,835-46.3% |
| Admin fee / account holder | $233 | $229+1.7% | $5,065-95.4% | $1,002-76.7% |