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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 62-0725510 | Other Fees | $21,322 |
ACUFF & ASSOCIATES, INC.1 year Filed as: ACUFF & ASSOCIATES Service code 49 PO BOX 2208 · WACO, TX 76703 | Other Services | $6,219 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,489 | $69,774+48.3% | $67,561+53.2% | $74,429+39.0% |
| Participation rate | 82.0% | 71.4%+10.6pp | 72.9%+9.1pp | 67.2%+14.8pp |
| Annual return | 13.75% | -40.53%+54.3pp | 3525.44%-3511.7pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $1,938 | $2,710-28.5% | $2,735-29.1% | $2,625-26.2% |
| Participant deferral / active EE | $3,241 | $3,636-10.9% | $4,003-19.0% | $4,348-25.5% |
| Admin fee / account holder | $193 | $890-78.3% | $4,006-95.2% | $1,944-90.1% |