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| Provider | Service type | Compensation |
|---|---|---|
KPM CPAS, PC1 year Filed as: KPM Service code 34 1445 E REPUBLIC RD. · SPRINGFIELD, MO 65804 | Valuation (appraisals, etc.) | $15,000 |
ABACUSCPAS1 year Service code 10 · EIN 27-2328447 1835 E REPUBLIC RD. · SPRINGFIELD, MO 65804 | Accounting | $8,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,210 | $37,044-88.6% | $71,796-94.1% | $57,658-92.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 70.2%+29.8pp |
| Annual return | 7.68% | 12.64%-5.0pp | 78.04%-70.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $28 | $101-71.8% | $4,815-99.4% | $95-69.9% |