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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP1 year Filed as: BKD WEALTH ADVISORS, LLC Service code 49 · EIN 44-0160260 | Other Services | $11,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,619 | $33,067-46.7% | $76,523-77.0% | $56,287-68.7% |
| Participation rate | 69.2% | 55.4%+13.8pp | 68.0%+1.2pp | 69.9%-0.6pp |
| Annual return | -5.40% | 2.72%-8.1pp | -0.27%-5.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $3,494 | $1,200+191.1% | $2,647+32.0% | $2,111+65.5% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,835-100.0% | $3,350-100.0% |
| Admin fee / account holder | $49 | $537-90.9% | $4,848-99.0% | $521-90.6% |