Filed September 30, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $146,967 |
Service code 28 · EIN 20-8874282 | Investment Management | $57,351 |
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $20,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $114,374 | $100,801+13.5% | $149,745-23.6% | $73,412+55.8% |
| Participation rate | 97.2% | 77.7%+19.5pp | 82.5%+14.7pp | 72.2%+25.0pp |
| Annual return | 17.54% | 265.34%-247.8pp | 276.72%-259.2pp | 59.30%-41.8pp |
| Employer contribution / active EE | $2,431 | $3,312-26.6% | $4,646-47.7% | $2,234+8.9% |
| Participant deferral / active EE | $7,631 | $6,404+19.2% | $6,843+11.5% | $3,806+100.5% |
| Admin fee / account holder | $151 | $181-16.7% | $9,312-98.4% | $158-4.6% |