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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP3+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $11,440 |
MCCREADY & KEENE INC.3+ years Filed as: MCCREADY AND KEENE INC. Service code 64 · EIN 35-0500670 | Recordkeeping Fees | $9,250 |
GBQ CONSULTING3+ years Filed as: GBQ GOELZER VALUATION SERVICES Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $7,700 |
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 | $12,678 | $71,192-82.2% | $117,861-89.2% | $62,293-79.6% |
| Participation rate | 95.2% | 74.2%+21.0pp | 79.7%+15.6pp | 69.5%+25.7pp |
| Annual return | 11.79% | 18.66%-6.9pp | 335.11%-323.3pp | 28.90%-17.1pp |
| Employer contribution / active EE | $1,645 | $1,934-15.0% | $3,786-56.6% | $2,042-19.5% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $258 | $587-56.1% | $8,021-96.8% | $479-46.2% |