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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $6,615 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,168 | $31,388-70.8% | $73,545-87.5% | $62,293-85.3% |
| Participation rate | 38.6% | 39.9%-1.3pp | 54.9%-16.4pp | 69.5%-30.9pp |
| Annual return | 16.30% | 25.34%-9.0pp | -15.16%+31.5pp | 28.90%-12.6pp |
| Employer contribution / active EE | $335 | $498-32.8% | $1,219-72.5% | $2,042-83.6% |
| Participant deferral / active EE | $670 | $1,028-34.9% | $1,806-62.9% | $3,169-78.9% |
| Admin fee / account holder | $85 | $299-71.7% | $2,320-96.3% | $479-82.3% |