Filed July 21, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 15 · EIN 35-0921680 | Recordkeeping | $44,110 |
HLB GROSS COLLINS1+ years Filed as: HLB TAUTGES REDPATH, LTD Service code 10 · EIN 41-0975573 | Accounting | $12,000 |
BARNA, GUZY & STEFFEN1+ years Service code 29 · EIN 41-0903208 | Legal | $7,020 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,336 | $88,324-31.7% | $115,038-47.6% | $55,191+9.3% |
| Participation rate | 99.6% | 72.5%+27.1pp | 81.4%+18.3pp | 69.2%+30.5pp |
| Annual return | 9.69% | 6.30%+3.4pp | 26.14%-16.5pp | 10.78%-1.1pp |
| Employer contribution / active EE | $3,044 | $2,805+8.5% | $4,608-33.9% | $1,899+60.3% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $78 | $105-25.8% | $8,175-99.0% | $91-13.8% |