Filed January 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
RONALD BLUE & COMPANY3+ years Service code 28 · EIN 58-1411966 | Investment Management | $232,942 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $42,250-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.8%-18.8pp | 0.0%0pp |
| Annual return | 14.70% | 17.84%-3.1pp | 7.25%+7.4pp | 17.84%-3.1pp |
| Employer contribution / active EE | $86,057 | $14,688+485.9% | $33,137+159.7% | $14,688+485.9% |
| Participant deferral / active EE | $0 | $770-100.0% | $13-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $159-100.0% | - |