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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, LLC C/O FUTUREPLAN Service code 11 · EIN 95-3207191 P. O. BOX 219073 · KANSAS CITY, MO 64121 | Actuarial | $136,933 |
Filed as: CHARLES SCHWAB Service code 21 · EIN 13-5570651 P.O. BOX 1547 · SECAUCUS, NJ 070961547 | Bank Trustee | $38,800 |
Filed as: FIDELITY Service code 51 · EIN 20-4659714 P. O. BOX 770001 · CINCINNATI, OH 452770037 | Investment Mgmt Fees | $29,100 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 1003 RED BANKS ROAD · GREENVILLE, NC 27858 | Accounting | $11,180 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 38-1659835 P. O. BOX 509026 · SAN DIEGO, CA 92150 | Insurance Broker | $625 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | -2.73% | 9.03%-11.8pp | 90.61%-93.3pp | 627.08%-629.8pp |
| Employer contribution / active EE | $35,457 | $13,843+156.1% | $32,730+8.3% | $18,824+88.4% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |