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| Provider | Service type | Compensation |
|---|---|---|
COOPER TRAVIS & COMPANY PLC5 years Filed as: COOPER, TRAVIS & COMPANY, PLC Service code 10 · EIN 62-1317955 | Accounting | $18,063 |
Service code 13 · EIN 71-0294708 | Contract Administrator | $1,576 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,268 | $60,989+51.3% | $60,906+51.5% | $66,938+37.8% |
| Participation rate | 81.4% | 74.5%+6.9pp | 73.1%+8.3pp | 69.8%+11.6pp |
| Annual return | -17.35% | -9.60%-7.8pp | 16.94%-34.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,815 | $2,661-31.8% | $2,703-32.9% | $2,545-28.7% |
| Participant deferral / active EE | $2,861 | $3,615-20.9% | $3,814-25.0% | $4,238-32.5% |
| Admin fee / account holder | $132 | $338-60.9% | $3,227-95.9% | $594-77.7% |