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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP5 years Service code 15 · EIN 35-0921680 | Recordkeeping | $17,122 |
CK FINANCIAL LLC1 year Filed as: RP FINANCIAL, L.C. Service code 34 1311-A DOLLEY MADISON BOULEVARD · MCLEAN, VA 22101 | Valuation (appraisals, etc.); Direct ... | $6,941 |
EIDE BAILLY LLP4 years Filed as: EIDE BAILLY Service code 10 · EIN 23-0382195 | Accounting | $6,680 |
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 | $168,923 | $137,414+22.9% | $189,545-10.9% | $85,851+96.8% |
| Participation rate | 99.0% | 84.6%+14.4pp | 87.8%+11.2pp | 69.3%+29.7pp |
| Annual return | 11.74% | 38.14%-26.4pp | 555.36%-543.6pp | 318.63%-306.9pp |
| Employer contribution / active EE | $3,500 | $4,344-19.4% | $6,162-43.2% | $2,565+36.4% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $266 | $8,630-96.9% | $12,049-97.8% | $6,261-95.7% |