Filed January 13, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RONALD BLUE & COMPANY2+ years Service code 28 · EIN 58-1411966 | Investment Management | $178,671 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $286,961-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 0.0%0pp |
| Annual return | 6.03% | 9.19%-3.2pp | 2.61%+3.4pp | 9.19%-3.2pp |
| Employer contribution / active EE | $18,873 | $12,608+49.7% | $24,109-21.7% | $12,608+49.7% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $17-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $148-100.0% | $2,655,710-100.0% |