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| Provider | Service type | Compensation |
|---|---|---|
COOPER TRAVIS & COMPANY PLC6 years Filed as: COOPER, TRAVIS & COMPANY, PLC Service code 10 · EIN 62-1317955 | Accounting | $24,127 |
Service code 13 · EIN 71-0294708 | Contract Administrator | $2,142 |
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 | $98,593 | $65,582+50.3% | $64,099+53.8% | $71,495+37.9% |
| Participation rate | 81.3% | 73.2%+8.1pp | 72.3%+9.0pp | 67.9%+13.4pp |
| Annual return | 19.77% | 18.96%+0.8pp | 33.70%-13.9pp | 28.85%-9.1pp |
| Employer contribution / active EE | $1,729 | $2,671-35.3% | $2,748-37.1% | $2,589-33.2% |
| Participant deferral / active EE | $2,969 | $3,628-18.2% | $3,881-23.5% | $4,291-30.8% |
| Admin fee / account holder | $176 | $616-71.5% | $3,070-94.3% | $1,588-88.9% |