Filed May 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BPS&M1+ years Filed as: BPS&M, LLC Service code 15 · EIN 62-0853448 | Recordkeeping | $42,604 |
STOUT, CAUSEY & HORNING, P.A.1+ years Filed as: STOUT RISIUS ROSS Service code 34 · EIN 62-1437218 | Valuation (appraisals, etc.) | $38,065 |
ARONSON LLC1+ years Service code 10 · EIN 37-1611326 | Accounting | $23,529 |
ISLER DARE, P.C.1+ years Filed as: ISLER DARE PC Service code 29 · EIN 54-1844836 | Legal | $17,588 |
ELLIN & TUCKER, CHARTERED1+ years Service code 34 · EIN 52-0959934 | Valuation (appraisals, etc.) | $12,000 |
ARGENT TRUST COMPANY1+ years Filed as: ARGENT TRUST CO Service code 21 · EIN 62-1437218 | Bank Trustee | $8,333 |
CORPORATE CAPITAL RESOURCES, LLC1+ years Filed as: CORP CAPITAL Service code 34 · EIN 54-0540718 | Valuation (appraisals, etc.) | $5,500 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,893 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,934 | $70,002+57.0% | $115,038-4.4% | $52,331+110.1% |
| Participation rate | 88.8% | 72.1%+16.7pp | 81.4%+7.5pp | 68.1%+20.7pp |
| Annual return | 12.82% | 4.04%+8.8pp | 26.14%-13.3pp | 4.54%+8.3pp |
| Employer contribution / active EE | $15,449 | $2,715+469.0% | $4,608+235.3% | $1,882+721.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $703 | $566+24.3% | $8,175-91.4% | $592+18.9% |