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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1 year Service code 15 · EIN 35-0921680 | Recordkeeping | $13,869 |
EIDE BAILLY LLP2 years Filed as: EDIE BAILLY AUDIT Service code 10 · EIN 45-0250958 | Accounting | $6,181 |
RP FINANCIAL3+ years Service code 34 1100 NORTH GLEBE ROAD, STE 600 · ARLINGTON, VI 22201 | Shareholder servicing fees; Valuation... | $5,447 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,887 | $89,739+50.3% | $149,721-9.9% | $62,293+116.5% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.41% | 21.01%-1.6pp | 1501.67%-1482.3pp | 28.90%-9.5pp |
| Employer contribution / active EE | $3,002 | $3,233-7.2% | $5,444-44.9% | $2,042+47.0% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $245 | $551-55.5% | $11,282-97.8% | $479-48.8% |