Filed January 9, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP2 years Filed as: BKD LLP CPAS & ADVISORS Service code 70 · EIN 44-0160260 | Consulting Fees | $13,832 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,280 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,541 | $77,197-83.8% | $86,615-85.5% | $93,010-86.5% |
| Participation rate | 31.4% | 78.2%-46.8pp | 71.6%-40.3pp | 73.9%-42.5pp |
| Annual return | 10.60% | 16.31%-5.7pp | 63.51%-52.9pp | 158.70%-148.1pp |
| Employer contribution / active EE | $359 | $2,514-85.7% | $2,496-85.6% | $2,705-86.7% |
| Participant deferral / active EE | $1,065 | $3,831-72.2% | $3,699-71.2% | $4,561-76.6% |
| Admin fee / account holder | $89 | $105-15.5% | $5,830-98.5% | $152-41.5% |