Filed December 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP1 year Filed as: BKD Service code 10 211 N. BROADWAY, STE. 600 · ST. LOUIS, MO 631022733 | Accounting | $15,600 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $12,620 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $8,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,581 | $36,916-22.6% | $156,551-81.7% | $57,658-50.4% |
| Participation rate | 37.2% | 63.4%-26.2pp | 84.0%-46.8pp | 70.2%-33.0pp |
| Annual return | 5.37% | 12.38%-7.0pp | 32.23%-26.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $799 | $1,571-49.1% | $5,501-85.5% | $1,974-59.5% |
| Participant deferral / active EE | $1,257 | $1,926-34.7% | $4,871-74.2% | $3,061-58.9% |
| Admin fee / account holder | $183 | $82+122.1% | $13,028-98.6% | $95+93.8% |