Filed July 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP6 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 PO BOX 602828 · CHARLOTTE, NC 282602828 | Accounting | $9,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,056 | $60,989+149.3% | $60,906+149.7% | $66,938+127.2% |
| Participation rate | 96.9% | 74.5%+22.4pp | 73.1%+23.8pp | 69.8%+27.1pp |
| Annual return | -13.93% | -9.60%-4.3pp | 16.94%-30.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,633 | $2,661-1.1% | $2,703-2.6% | $2,545+3.4% |
| Participant deferral / active EE | $3,931 | $3,615+8.8% | $3,814+3.1% | $4,238-7.2% |
| Admin fee / account holder | $70 | $338-79.2% | $3,227-97.8% | $594-88.1% |