Filed March 5, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STOUT, CAUSEY & HORNING, P.A.1+ years Filed as: STOUT RISIUS ROSS Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.); Direct ... | $22,885 |
Participant 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 | $43,941 | $72,770-39.6% | $67,652-35.0% | $55,191-20.4% |
| Participation rate | 86.5% | 78.8%+7.7pp | 75.7%+10.8pp | 69.2%+17.3pp |
| Annual return | 31.27% | -3.26%+34.5pp | 6625.40%-6594.1pp | 10.78%+20.5pp |
| Employer contribution / active EE | $1,111 | $1,769-37.2% | $2,266-51.0% | $1,899-41.5% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $42 | $79-46.7% | $4,821-99.1% | $91-53.7% |