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| Provider | Service type | Compensation |
|---|---|---|
KPM CPAS, PC2 years Filed as: KPM Service code 10 1445 E REPUBLIC RD. · SPRINGFIELD, MO 65804 | Accounting | $9,500 |
ABACUSCPAS2 years Service code 10 · EIN 27-2328447 1835 E REPUBLIC RD. · SPRINGFIELD, MO 65804 | Accounting | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,240 | $48,064-91.2% | $78,778-94.6% | $69,631-93.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 6.46% | 21.81%-15.4pp | 35.62%-29.2pp | 27571.02%-27564.6pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $2,958-100.0% | $3,224-100.0% |
| Admin fee / account holder | $31 | $152-79.8% | $5,134-99.4% | $110-72.3% |