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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $17,730 |
BKD, LLP2+ years Filed as: BKD CPA & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $10,140 |
THOMPSON COBURN LLP2+ years Service code 29 · EIN 43-0666662 | Legal | $7,281 |
C-BEN GROUP1+ years Filed as: BEN RONDOT Service code 56 AMDOCS INC · CHESTERFIELD, MO 630176041 | Non-monetary compensation | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,431 | $80,177+60.2% | $123,894+3.7% | $57,658+122.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 6.08% | 17.90%-11.8pp | 47.52%-41.4pp | 5.13%+1.0pp |
| Employer contribution / active EE | $3,147 | $2,913+8.0% | $4,617-31.8% | $1,974+59.4% |
| Participant deferral / active EE | $11,264 | $5,130+119.6% | $5,984+88.2% | $3,061+268.0% |
| Admin fee / account holder | $46 | $106-57.1% | $8,357-99.5% | $95-51.7% |