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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP3+ years Filed as: CROWE HORWATH LLP Service code 62 · EIN 35-0921680 | Float revenue | $20,574 |
GBQ PARTNERS2 years Filed as: GBQ Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $13,750 |
Annual investment return 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 | $75,712 | $80,753-6.2% | $136,298-44.5% | $62,293+21.5% |
| Participation rate | 99.4% | 73.5%+25.9pp | 81.9%+17.5pp | 69.5%+29.9pp |
| Annual return | 10.49% | 35.83%-25.3pp | 5156.27%-5145.8pp | 28.90%-18.4pp |
| Employer contribution / active EE | $4,651 | $2,884+61.3% | $4,696-0.9% | $2,042+127.7% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $241 | $525-54.1% | $9,244-97.4% | $479-49.7% |