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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP5+ years Filed as: DIXON HUGHES GOODMAN WEALTH ADVISOR Service code 27 · EIN 95-1411037 500 VIRGINIA STREET E SUITE 810 · CHARLESTON, WV 253012702 | Advisory (Plan) | $33,772 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,797 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,423 | $40,174-14.3% | $84,023-59.0% | $67,582-49.1% |
| Participation rate | 30.9% | 62.7%-31.7pp | 69.0%-38.1pp | 71.3%-40.3pp |
| Annual return | 17.86% | 25.82%-8.0pp | 71.32%-53.5pp | 378.57%-360.7pp |
| Employer contribution / active EE | $143 | $808-82.3% | $1,984-92.8% | $2,148-93.4% |
| Participant deferral / active EE | $571 | $2,301-75.2% | $3,239-82.4% | $3,539-83.9% |
| Admin fee / account holder | $122 | $128-4.8% | $6,102-98.0% | $142-14.2% |