Filed March 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP1 year Filed as: DHG Service code 10 · EIN 56-0747981 | Accounting | $9,750 |
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $8,941 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,432 | $58,726+26.7% | $92,240-19.3% | $62,293+19.5% |
| Participation rate | 99.3% | 68.3%+31.0pp | 76.5%+22.8pp | 69.5%+29.8pp |
| Annual return | 49.29% | 43.62%+5.7pp | 176.29%-127.0pp | 28.90%+20.4pp |
| Employer contribution / active EE | $2,459 | $2,392+2.8% | $3,680-33.2% | $2,042+20.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $106 | $556-81.0% | $5,194-98.0% | $479-77.9% |