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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $14,785 |
ACCLARO VALUATION ADVISORS4 years Service code 34 · EIN 46-0553969 | Valuation (appraisals, etc.); Direct ... | $13,500 |
JONES & ROTH, PC3 years Filed as: JONES AND ROTH PC Service code 10 · EIN 93-0819646 | Accounting | $13,300 |
PRUDENT STREET FIN ADV LLC3 years Filed as: PRUDENT FIDUCIARY SERV LLC Service code 24 · EIN 82-1818132 | Discretionary Trustee | $13,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,113 | $101,672-62.5% | $147,117-74.1% | $74,478-48.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -9.97% | 8757.83%-8767.8pp | 420.54%-430.5pp | 1370.56%-1380.5pp |
| Employer contribution / active EE | $7,114 | $3,813+86.6% | $4,932+44.2% | $2,626+170.9% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $250 | $1,753-85.7% | $12,993-98.1% | $1,946-87.1% |