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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP5+ years Filed as: BKD CPA & ADVISORS Service code 49 · EIN 44-0160260 | Other Services | $12,272 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $10,440 |
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 | $174,809 | $88,122+98.4% | $141,177+23.8% | $67,579+158.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 20.48% | 75.40%-54.9pp | 71.40%-50.9pp | 378.56%-358.1pp |
| Employer contribution / active EE | $3,278 | $3,224+1.7% | $4,736-30.8% | $2,148+52.6% |
| Participant deferral / active EE | $12,652 | $5,958+112.4% | $6,710+88.6% | $3,539+257.5% |
| Admin fee / account holder | $40 | $131-69.6% | $10,263-99.6% | $142-72.1% |