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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP1+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $13,000 |
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY AND KEENE INC. Service code 64 · EIN 35-0500670 | Recordkeeping Fees | $12,745 |
GBQ CONSULTING1+ years Filed as: GBQ GOELZER VALUATION SERVICES Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $6,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,766 | $57,108-82.9% | $94,229-89.6% | $52,331-81.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -14.05% | 1.47%-15.5pp | 10.68%-24.7pp | 4.54%-18.6pp |
| Employer contribution / active EE | $1,350 | $1,735-22.2% | $3,587-62.4% | $1,882-28.3% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $347 | $546-36.5% | $6,269-94.5% | $592-41.4% |