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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $206,111 |
CROWE LLP6+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $31,350 |
AMERICAN FUNDS4 years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $30,000 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $11,553 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,543 | $176,471-31.1% | $95,968+26.7% | $90,274+34.6% |
| Participation rate | 92.2% | 86.6%+5.6pp | 77.1%+15.1pp | 73.4%+18.9pp |
| Annual return | 14.68% | 20.15%-5.5pp | 91.65%-77.0pp | 53.97%-39.3pp |
| Employer contribution / active EE | $1,536 | $2,783-44.8% | $2,542-39.6% | $2,523-39.1% |
| Participant deferral / active EE | $5,073 | $5,325-4.7% | $4,167+21.8% | $4,231+19.9% |
| Admin fee / account holder | $94 | $154-39.3% | $6,798-98.6% | $114-18.0% |