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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP1+ years Filed as: BKD WEALTH ADVISORS, LLC Service code 17 · EIN 44-0160260 | Pension Consulting | $43,741 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 · EIN 62-1868111 | Recordkeeping | $9,488 |
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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 | $0 | $50,876-100.0% | $10,105-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 15.7%-15.7pp |
| Annual return | -1.77% | -6.27%+4.5pp | 16.23%-18.0pp | -7.14%+5.4pp |
| Employer contribution / active EE | $14,674 | $14,200+3.3% | $17,605-16.6% | $14,613+0.4% |
| Participant deferral / active EE | $0 | $279-100.0% | $237-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $11-100.0% | $1,191-100.0% |