Filed November 28, 2023 (most recent of 3 filings on file)
Total covered: 24 employees
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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP3+ years Service code 10 · EIN 44-0160260 | Accounting | $11,261 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $575 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,544 | $47,977+115.8% | $154,107-32.8% | $56,287+84.0% |
| Participation rate | 90.3% | 66.2%+24.1pp | 83.0%+7.2pp | 69.9%+20.4pp |
| Annual return | -6.58% | 3.54%-10.1pp | 735.12%-741.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,653 | $2,169-23.8% | $5,298-68.8% | $2,111-21.7% |
| Participant deferral / active EE | $5,318 | $2,392+122.4% | $5,081+4.7% | $3,350+58.8% |
| Admin fee / account holder | $55 | $438-87.4% | $13,411-99.6% | $521-89.4% |