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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC7 years Filed as: R. PARKER Service code 55 621 BROADWAY · HANNIBAL, MO 63401 | Other Commissions | $32,220 |
R. BEATY2 years Service code 55 621 BROADWAY · HANNIBAL, MO 63401 | Other Commissions | $8,961 |
Service code 25 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,610 | $55,437-41.2% | $155,534-79.0% | $74,459-56.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.89% | 269.58%-257.7pp | 64.92%-53.0pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $2,918 | $2,266+28.8% | $4,675-37.6% | $2,626+11.1% |
| Participant deferral / active EE | $2,631 | $2,837-7.3% | $5,630-53.3% | $4,350-39.5% |
| Admin fee / account holder | $24 | $1,742-98.6% | $15,900-99.9% | $1,945-98.8% |