Filed November 28, 2023 (most recent of 3 filings on file)
Total covered: 24 employees
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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP6 years Service code 10 · EIN 44-0160260 | Accounting | $13,624 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $240 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,454 | $61,166+93.7% | $185,849-36.3% | $79,391+49.2% |
| Participation rate | 88.4% | 66.6%+21.7pp | 81.7%+6.7pp | 70.7%+17.6pp |
| Annual return | 14.78% | 19.45%-4.7pp | 122.10%-107.3pp | 116.88%-102.1pp |
| Employer contribution / active EE | $1,826 | $2,321-21.3% | $5,169-64.7% | $2,428-24.8% |
| Participant deferral / active EE | $5,797 | $2,789+107.9% | $5,569+4.1% | $4,046+43.3% |
| Admin fee / account holder | $61 | $710-91.4% | $16,244-99.6% | $627-90.3% |