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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN WEALTH ADVISOR Service code 26 · EIN 57-1104234 | Advisory (Participants) | $23,993 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,368 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,332 | $66,528-70.9% | $86,615-77.7% | $86,821-77.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 71.6%+28.4pp | 72.3%+27.7pp |
| Annual return | 13.79% | 19.56%-5.8pp | 63.51%-49.7pp | 97.94%-84.1pp |
| Employer contribution / active EE | $1,049 | $2,007-47.7% | $2,496-58.0% | $2,406-56.4% |
| Participant deferral / active EE | $1,095 | $3,240-66.2% | $3,699-70.4% | $4,132-73.5% |
| Admin fee / account holder | $208 | $148+40.1% | $5,830-96.4% | $170+22.4% |