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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP3 years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $24,386 |
CLEARSTEAD ADVISORS, LLC1 year Filed as: CLEARSTEAD AVISORS, LLC Service code 14 · EIN 34-1597728 | Plan Administrator | $20,929 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE Service code 23 · EIN 13-1624203 | Insurance services | $6,354 |
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).
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 | $138,656 | $65,582+111.4% | $64,101+116.3% | $71,511+93.9% |
| Participation rate | 92.3% | 73.2%+19.1pp | 72.3%+20.0pp | 67.9%+24.4pp |
| Annual return | 11.55% | 18.96%-7.4pp | 33.72%-22.2pp | 28.86%-17.3pp |
| Employer contribution / active EE | $2,457 | $2,671-8.0% | $2,749-10.6% | $2,589-5.1% |
| Participant deferral / active EE | $4,359 | $3,628+20.2% | $3,881+12.3% | $4,291+1.6% |
| Admin fee / account holder | $196 | $616-68.1% | $3,070-93.6% | $1,588-87.6% |