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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $11,140 |
BKD, LLP4+ years Filed as: BKD CPA & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $8,840 |
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 | $140,152 | $75,388+85.9% | $123,552+13.4% | $55,725+151.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -4.12% | 4.48%-8.6pp | 119.20%-123.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $3,957 | $3,063+29.2% | $4,628-14.5% | $2,078+90.4% |
| Participant deferral / active EE | $14,170 | $5,651+150.8% | $6,426+120.5% | $3,356+322.3% |
| Admin fee / account holder | $31 | $120-74.0% | $9,285-99.7% | $115-72.9% |