| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP1+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $12,715 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$2,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,014 | $99,628-92.0% | $105,218-92.4% | $59,188-86.5% |
| Participation rate | 91.9% | 80.5%+11.4pp | 77.2%+14.6pp | 69.4%+22.4pp |
| Annual return | 1.11% | 3.21%-2.1pp | 5.33%-4.2pp | 5.51%-4.4pp |
| Employer contribution / active EE | $718 | $2,454-70.7% | $3,255-77.9% | $2,098-65.8% |
| Participant deferral / active EE | $0 | $4,189-100.0% | $4,867-100.0% | $3,265-100.0% |
| Admin fee / account holder | $12 | $62-80.4% | $6,992-99.8% | $92-86.7% |