Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 1410 SPRING HILL ROAD, SUITE 500 · TYSONS, VA 22180 | Accounting | $6,000 |
CDM RETIREMENT CONSULTANTS, INC.1+ years Service code 15 · EIN 52-2136664 300 E. JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Recordkeeping | $3,491 |
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.
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 | $38,786 | $88,324-56.1% | $115,038-66.3% | $55,191-29.7% |
| Participation rate | 38.9% | 72.5%-33.7pp | 81.4%-42.5pp | 69.2%-30.3pp |
| Annual return | -1.37% | 6.30%-7.7pp | 26.14%-27.5pp | 10.78%-12.1pp |
| Employer contribution / active EE | $786 | $2,805-72.0% | $4,608-82.9% | $1,899-58.6% |
| Participant deferral / active EE | $1,885 | $5,042-62.6% | $6,026-68.7% | $3,046-38.1% |
| Admin fee / account holder | $26 | $105-75.4% | $8,175-99.7% | $91-71.4% |