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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP4 years Service code 62 · EIN 35-0921680 | Float revenue | $21,029 |
GBQ PARTNERS6+ years Filed as: GBQ Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $16,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,321 | $79,694+58.5% | $96,171+31.4% | $79,391+59.1% |
| Participation rate | 97.6% | 54.0%+43.7pp | 68.4%+29.2pp | 70.7%+26.9pp |
| Annual return | 25.60% | 40.84%-15.2pp | 192.04%-166.4pp | 116.88%-91.3pp |
| Employer contribution / active EE | $11,374 | $1,443+688.1% | $2,799+306.4% | $2,428+368.5% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,350-100.0% | $4,046-100.0% |
| Admin fee / account holder | $179 | $630-71.6% | $5,538-96.8% | $627-71.4% |