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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP2+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $12,376 |
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY AND KEENE INC. Service code 64 · EIN 35-0500670 | Recordkeeping Fees | $10,390 |
GBQ CONSULTING2+ years Filed as: GBQ GOELZER VALUATION SERVICES Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $7,400 |
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 | $10,233 | $69,977-85.4% | $108,582-90.6% | $62,881-83.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -0.55% | 10.73%-11.3pp | -51.70%+51.1pp | 20.14%-20.7pp |
| Employer contribution / active EE | $1,378 | $2,135-35.5% | $3,758-63.3% | $2,281-39.6% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $272 | $5,076-94.6% | $7,645-96.4% | $4,296-93.7% |