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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP6+ years Filed as: BKD WEALTH ADVISORS, LLC Service code 17 · EIN 44-0160260 | Pension Consulting | $59,112 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $198,586-100.0% | $733,756-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 13.5%-13.5pp |
| Annual return | 13.68% | 11.09%+2.6pp | 8.35%+5.3pp | 9.29%+4.4pp |
| Employer contribution / active EE | $20,548 | $20,972-2.0% | $27,010-23.9% | $15,168+35.5% |
| Participant deferral / active EE | $0 | $99-100.0% | $180-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $19,421-100.0% | $2,037-100.0% |