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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $8,076 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,874 | $28,109-72.0% | $71,086-88.9% | $56,287-86.0% |
| Participation rate | 38.3% | 40.4%-2.1pp | 54.7%-16.3pp | 69.9%-31.5pp |
| Annual return | -8.24% | -615.05%+606.8pp | 650.59%-658.8pp | -9.96%+1.7pp |
| Employer contribution / active EE | $313 | $558-43.9% | $1,088-71.2% | $2,111-85.2% |
| Participant deferral / active EE | $637 | $1,116-42.9% | $1,874-66.0% | $3,350-81.0% |
| Admin fee / account holder | $78 | $585-86.7% | $3,082-97.5% | $521-85.0% |