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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 | $55,446-41.2% | $155,574-79.0% | $74,429-56.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.89% | 269.20%-257.3pp | 64.87%-53.0pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $2,918 | $2,266+28.8% | $4,676-37.6% | $2,625+11.2% |
| Participant deferral / active EE | $2,631 | $2,836-7.2% | $5,629-53.3% | $4,348-39.5% |
| Admin fee / account holder | $24 | $1,743-98.6% | $15,914-99.9% | $1,944-98.8% |