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| Provider | Service type | Compensation |
|---|---|---|
ACCLARO VALUATION ADVISORS3 years Service code 34 · EIN 46-0553969 | Valuation (appraisals, etc.); Direct ... | $13,813 |
JONES & ROTH, PC2 years Filed as: JONES AND ROTH PC Service code 10 · EIN 93-0819646 | Accounting | $12,300 |
Service code 14 · EIN 42-0127290 | Plan Administrator | $10,495 |
PRUDENT STREET FIN ADV LLC2 years Filed as: PRUDENT FIDUCIARY SERV LLC Service code 25 · EIN 82-1818132 | Directed Trustee | $10,000 |
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 | $39,346 | $91,439-57.0% | $135,974-71.1% | $71,511-45.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | -19.05% | 29.90%-48.9pp | 68.30%-87.4pp | 28.86%-47.9pp |
| Employer contribution / active EE | $7,589 | $3,705+104.9% | $4,859+56.2% | $2,589+193.1% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $195 | $1,267-84.6% | $10,767-98.2% | $1,588-87.7% |