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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 440 MONTICELLO AVE STE 1400 · NORFOLK, VA 23510 | Accounting | $21,750 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $17,801 |
Service code 27 1802 BAYBERRY CT STE 400 · RICHMOND, VA 23226 | Advisory (Plan) | $15,050 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,673 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $153,055 | $72,486+111.2% | $87,103+75.7% | $72,976+109.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.35% | 24.46%-4.1pp | 28.19%-7.8pp | 81.02%-60.7pp |
| Employer contribution / active EE | $7,883 | $1,894+316.2% | $2,521+212.6% | $2,440+223.1% |
| Participant deferral / active EE | $5,241 | $3,270+60.3% | $4,049+29.5% | $3,608+45.3% |
| Admin fee / account holder | $538 | $5,055-89.4% | $7,491-92.8% | $5,124-89.5% |