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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.10+ years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $49,848 |
ADP BROKER-DEALER8 years Filed as: PENSION CONSULTANTS Service code 27 300 S CAMPBELL · SPRINGFIELD, MO 65806 | Advisory (Plan) | $42,895 |
HOOD & ASSOCIATES CPAS PC3 years Filed as: HOOD AND ASSOCIATES CPAS, PC Service code 10 · EIN 73-1432162 | Accounting | $9,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,515 | $106,110-63.7% | $147,005-73.8% | $77,671-50.4% |
| Participation rate | 83.4% | 78.4%+5.0pp | 82.2%+1.2pp | 70.6%+12.8pp |
| Annual return | 13.12% | 56.77%-43.7pp | 418.76%-405.6pp | 31.21%-18.1pp |
| Employer contribution / active EE | $1,098 | $4,065-73.0% | $4,934-77.7% | $2,726-59.7% |
| Participant deferral / active EE | $2,968 | $7,992-62.9% | $8,070-63.2% | $4,648-36.1% |
| Admin fee / account holder | $164 | $338-51.4% | $13,006-98.7% | $430-61.9% |