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| Provider | Service type | Compensation |
|---|---|---|
STOUT, CAUSEY & HORNING, P.A.2+ years Filed as: STOUT RISIUS ROSS Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $17,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,435 | $71,802-29.8% | $133,975-62.4% | $57,658-12.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 16.50% | 13.51%+3.0pp | 29.29%-12.8pp | 5.13%+11.4pp |
| Employer contribution / active EE | $441 | $3,161-86.0% | $5,211-91.5% | $1,974-77.6% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $56 | $88-36.0% | $9,324-99.4% | $95-40.6% |