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| Provider | Service type | Compensation |
|---|---|---|
NOVAK BIRKS, P.C.1 year Service code 10 · EIN 43-1122456 | Accounting | $16,257 |
NEOSHO ADVISORS LLC2+ years Service code 27 · EIN 26-4141994 | Advisory (Plan) | $9,957 |
US BANK2+ years Service code 33 · EIN 31-0841368 | Securities brokerage | $7,256 |
Filed as: CBIZ BENEFITS & INS DBA CBIZ COTTON Service code 15 · EIN 31-1582098 | Recordkeeping | $5,620 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,711 | $38,969+73.8% | $109,313-38.1% | $55,167+22.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.3%+28.7pp | 69.0%+31.0pp |
| Annual return | 7.73% | 8.26%-0.5pp | 22.07%-14.3pp | 169.23%-161.5pp |
| Employer contribution / active EE | $3,764 | $1,227+206.9% | $3,892-3.3% | $1,963+91.8% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $3,166-100.0% | $3,054-100.0% |
| Admin fee / account holder | $264 | $501-47.3% | $5,666-95.3% | $504-47.6% |