Filed January 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
RONALD BLUE & COMPANY1+ years Service code 28 · EIN 58-1411966 | Investment Management | $162,302 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $177,383-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.8%-23.8pp | 0.0%0pp |
| Annual return | -3.00% | 1.67%-4.7pp | -0.48%-2.5pp | 1.67%-4.7pp |
| Employer contribution / active EE | $17,693 | $10,506+68.4% | $23,357-24.3% | $10,506+68.4% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $17-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,964-100.0% | $66,276-100.0% |