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| Provider | Service type | Compensation |
|---|---|---|
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD PC Service code 10 PO BOX 737844 · DALLAS, TX 75373 | Accounting | $10,000 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,486 |
CURI WEALTH MANAGEMENT LLC2 years Filed as: CURI RMB CAPITAL LLC. Service code 27 250 FILLMORE ST · DENVER, CO 80206 | Advisory (Plan) | $7,531 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,767 | $146,267+8.5% | $197,124-19.5% | $82,448+92.6% |
| Participation rate | 78.3% | 84.0%-5.8pp | 86.7%-8.5pp | 68.1%+10.2pp |
| Annual return | 19.13% | 29.61%-10.5pp | 44.34%-25.2pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $17,414 | $7,035+147.5% | $9,135+90.6% | $4,139+320.7% |
| Admin fee / account holder | $200 | $14,422-98.6% | $16,298-98.8% | $7,234-97.2% |