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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP5 years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 | Accounting | $16,800 |
Filed as: SIGNATURE ESTATE & INVEST ADVS LLC Service code 27 · EIN 95-4808910 | Advisory (Plan) | $12,140 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,856 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,489 | $105,181-20.6% | $159,436-47.6% | $85,850-2.7% |
| Participation rate | 57.5% | 75.8%-18.3pp | 82.8%-25.3pp | 69.3%-11.8pp |
| Annual return | 11.22% | 45.07%-33.9pp | 263.57%-252.3pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,961 | $3,318-40.9% | $4,829-59.4% | $2,565-23.5% |
| Participant deferral / active EE | $5,469 | $5,945-8.0% | $7,352-25.6% | $3,952+38.4% |
| Admin fee / account holder | $504 | $6,933-92.7% | $10,799-95.3% | $6,260-92.0% |