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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 | Accounting | $15,500 |
Filed as: SIGNATURE ESTATE&INVESTMENT Service code 27 · EIN 95-4808910 | Advisory (Plan) | $13,191 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,104 | $89,370-10.4% | $141,197-43.3% | $72,976+9.8% |
| Participation rate | 51.2% | 75.1%-23.9pp | 82.5%-31.3pp | 69.5%-18.3pp |
| Annual return | 18.93% | 111.88%-92.9pp | 71.41%-52.5pp | 81.02%-62.1pp |
| Employer contribution / active EE | $2,472 | $3,115-20.6% | $4,736-47.8% | $2,440+1.3% |
| Participant deferral / active EE | $7,091 | $5,419+30.9% | $6,710+5.7% | $3,608+96.5% |
| Admin fee / account holder | $471 | $5,957-92.1% | $10,265-95.4% | $5,124-90.8% |