Filed May 15, 2020
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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $12,500 |
FINDLEY3 years Service code 11 · EIN 34-1213174 | Actuarial | $12,250 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,716 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,003 | $73,638+23.6% | $95,964-5.2% | $73,497+23.8% |
| Participation rate | 86.6% | 76.2%+10.5pp | 77.1%+9.6pp | 70.7%+16.0pp |
| Annual return | 17.14% | 16.78%+0.4pp | 91.64%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $2,177 | $1,863+16.9% | $2,541-14.3% | $2,270-4.1% |
| Participant deferral / active EE | $4,601 | $3,617+27.2% | $4,167+10.4% | $3,740+23.0% |
| Admin fee / account holder | $90 | $482-81.4% | $6,797-98.7% | $513-82.5% |