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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP4+ years Filed as: BKD LLP Service code 10 · EIN 44-1060260 | Accounting | $54,600 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,165 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$74,068 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $14,287 | $45,382-68.5% | $154,108-90.7% | $75,289-81.0% |
| Participation rate | 87.5% | 65.9%+21.6pp | 83.0%+4.5pp | 72.4%+15.1pp |
| Annual return | -5.44% | -0.47%-5.0pp | 735.21%-740.6pp | -0.04%-5.4pp |
| Employer contribution / active EE | $849 | $1,533-44.6% | $5,298-84.0% | $2,405-64.7% |
| Participant deferral / active EE | $106 | $2,384-95.6% | $5,081-97.9% | $3,739-97.2% |
| Admin fee / account holder | $44 | $89-50.8% | $13,411-99.7% | $102-57.0% |