| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP2+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $13,025 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,359 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$9,418 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $8,307 | $107,045-92.2% | $108,745-92.4% | $63,975-87.0% |
| Participation rate | 91.9% | 81.9%+10.0pp | 77.7%+14.3pp | 71.1%+20.8pp |
| Annual return | 6.46% | 18.14%-11.7pp | 46.22%-39.8pp | 48.65%-42.2pp |
| Employer contribution / active EE | $755 | $2,651-71.5% | $3,323-77.3% | $2,182-65.4% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $5,121-100.0% | $3,356-100.0% |
| Admin fee / account holder | $7 | $67-89.8% | $6,144-99.9% | $70-90.2% |