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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $14,480 |
BKD, LLP3+ years Filed as: BKD CPA & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $10,452 |
Annual investment return 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 | $144,583 | $155,795-7.2% | $136,298+6.1% | $69,631+107.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 14.71% | 232464.33%-232449.6pp | 5156.27%-5141.6pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $3,901 | $2,991+30.4% | $4,696-16.9% | $2,032+92.0% |
| Participant deferral / active EE | $13,764 | $5,394+155.2% | $6,247+120.3% | $3,224+327.0% |
| Admin fee / account holder | $35 | $128-72.5% | $9,244-99.6% | $110-68.0% |