Filed May 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY2 years Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $67,873 |
ARGENT TRUST COMPANY4+ years Filed as: ARGENT TRUST CO Service code 21 · EIN 62-1437218 | Bank Trustee | $59,002 |
STOUT, CAUSEY & HORNING, P.A.4+ years Filed as: STOUT RISIUS ROSS Service code 34 · EIN 62-1437218 | Valuation (appraisals, etc.) | $29,198 |
ISLER DARE, P.C.4+ years Filed as: ISLER DARE PC Service code 29 · EIN 54-1844836 | Legal | $24,687 |
ARONSON LLC4+ years Service code 10 · EIN 37-1611326 | Accounting | $11,000 |
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 | $161,697 | $73,102+121.2% | $123,553+30.9% | $56,289+187.3% |
| Participation rate | 87.6% | 74.3%+13.3pp | 82.3%+5.3pp | 69.9%+17.7pp |
| Annual return | 8.03% | 3.01%+5.0pp | 119.21%-111.2pp | -9.96%+18.0pp |
| Employer contribution / active EE | $13,813 | $2,977+364.0% | $4,628+198.5% | $2,111+554.3% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $845 | $554+52.6% | $9,284-90.9% | $521+62.2% |