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| Provider | Service type | Compensation |
|---|---|---|
KPM CPAS, PC3 years Filed as: KPM Service code 10 1445 E REPUBLIC RD. · SPRINGFIELD, MO 65804 | Accounting | $10,500 |
ABACUSCPAS3 years Service code 10 · EIN 27-2328447 1835 E REPUBLIC RD. · SPRINGFIELD, MO 65804 | Accounting | $9,500 |
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 | $4,746 | $35,485-86.6% | $74,552-93.6% | $55,725-91.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | 0.42% | 0.72%-0.3pp | 32.53%-32.1pp | 244.93%-244.5pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $39 | $114-65.5% | $5,060-99.2% | $115-65.8% |