Filed July 22, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $152,980 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $88,015 |
BKD, LLP2+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $13,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,266 | $37,213-42.9% | $156,551-86.4% | $63,975-66.8% |
| Participation rate | 63.1% | 65.0%-1.9pp | 84.0%-20.9pp | 71.1%-8.1pp |
| Annual return | 7.16% | 47.89%-40.7pp | 32.23%-25.1pp | 48.65%-41.5pp |
| Employer contribution / active EE | $943 | $1,357-30.5% | $5,501-82.9% | $2,182-56.8% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $81 | $56+43.4% | $13,028-99.4% | $70+14.7% |