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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON CAPITAL ADVISORS INC. Service code 16 3355 LENOX ROAD · ATLANTA, GA 30326 | Consulting | $24,750 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1481931 | Recordkeeping | $23,202 |
CROWE LLP2 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $12,865 |
ASCENSUS LLC2 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 16 905 LILY CREEK ROAD · LOUISVILLE, KY 40243 | Consulting | $7,000 |
ES BARR & COMPANY1 year Filed as: E.S. BARR & COMPANY Service code 27 1999 RICHMOND ROAD SUITE 1B · LEXINGTON, KY 40502 | Advisory (Plan) | $5,518 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,065 | $155,795+99.0% | $136,298+127.5% | $69,631+345.3% |
| Participation rate | 99.1% | 75.2%+23.8pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 16.68% | 232464.33%-232447.7pp | 5156.27%-5139.6pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,834 | $2,991-38.7% | $4,696-60.9% | $2,032-9.7% |
| Participant deferral / active EE | $8,295 | $5,394+53.8% | $6,247+32.8% | $3,224+157.3% |
| Admin fee / account holder | $157 | $128+22.2% | $9,244-98.3% | $110+41.9% |