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| Provider | Service type | Compensation |
|---|---|---|
NEOSHO ADVISORS LLC3+ years Service code 27 · EIN 26-4141994 | Advisory (Plan) | $17,002 |
NOVAK BIRKS, P.C.2 years Service code 10 · EIN 43-1122456 | Accounting | $8,295 |
US BANK3+ years Service code 33 · EIN 31-0841368 | Securities brokerage | $7,564 |
Filed as: CBIZ BENEFITS & INS DBA CBIZ COTTON Service code 15 · EIN 31-1582098 | Recordkeeping | $7,450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,584 | $63,156+14.9% | $122,354-40.7% | $62,293+16.5% |
| Participation rate | 97.3% | 60.0%+37.3pp | 71.6%+25.7pp | 69.5%+27.8pp |
| Annual return | 15.49% | 20.61%-5.1pp | 30.28%-14.8pp | 28.90%-13.4pp |
| Employer contribution / active EE | $3,780 | $1,385+173.0% | $4,051-6.7% | $2,042+85.1% |
| Participant deferral / active EE | $0 | $2,321-100.0% | $3,287-100.0% | $3,169-100.0% |
| Admin fee / account holder | $254 | $440-42.3% | $5,479-95.4% | $479-47.1% |