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| Provider | Service type | Compensation |
|---|---|---|
STRICKLAND & JONES P.C.1+ years Service code 10 749 BOUSH STREET · NORFOLK, VA 23510 | Accounting | $7,190 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN, LLP Service code 13 · EIN 56-0747981 | Contract Administrator | $6,200 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $9,613 | $52,519-81.7% | $155,789-93.8% | $59,633-83.9% |
| Participation rate | 61.7% | 61.7%0pp | 76.1%-14.4pp | 68.7%-7.0pp |
| Annual return | -3.35% | 53.51%-56.9pp | 71.54%-74.9pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $711 | $1,589-55.2% | $3,839-81.5% | $2,203-67.7% |
| Participant deferral / active EE | $1,066 | $3,084-65.4% | $4,798-77.8% | $3,192-66.6% |
| Admin fee / account holder | $176 | $3,540-95.0% | $7,477-97.6% | $4,297-95.9% |