Filed February 10, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP3 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $15,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,094 | $111,608-39.0% | $177,839-61.7% | $73,415-7.2% |
| Participation rate | 40.4% | 87.9%-47.4pp | 87.7%-47.3pp | 72.2%-31.7pp |
| Annual return | 15.06% | 18.23%-3.2pp | 48.33%-33.3pp | 59.30%-44.2pp |
| Employer contribution / active EE | $1,959 | $3,796-48.4% | $5,919-66.9% | $2,234-12.3% |
| Participant deferral / active EE | $2,589 | $6,199-58.2% | $7,714-66.4% | $3,806-32.0% |
| Admin fee / account holder | $36 | $166-78.2% | $12,432-99.7% | $158-77.2% |