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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENT FIDUCIARY SERV LLC Service code 24 · EIN 82-1818132 | Discretionary Trustee | $20,013 |
JONES & ROTH, PC1 year Filed as: JONES AND ROTH PC Service code 10 · EIN 93-0819646 | Accounting | $14,800 |
ACCLARO VALUATION ADVISORS2 years Service code 34 · EIN 46-0553969 | Valuation (appraisals, etc.); Consult... | $11,000 |
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 | $54,961 | $84,493-35.0% | $125,381-56.2% | $66,938-17.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -8.68% | -8.49%-0.2pp | 572.31%-581.0pp | 1.58%-10.3pp |
| Employer contribution / active EE | $2,589 | $3,554-27.2% | $4,815-46.2% | $2,545+1.7% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $228 | $685-66.7% | $10,007-97.7% | $594-61.6% |