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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,928 |
ACUFF & ASSOCIATES, INC.5 years Filed as: ACUFF & ASSOCIATES Service code 49 | Other Services | $16,534 |
ACUFF & ASSOCIATES, INC.5 years Service code 49 · EIN 62-1477251 | Other Services | $0 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,833 | $65,092+84.1% | $143,799-16.7% | $66,938+79.0% |
| Participation rate | 99.5% | 65.2%+34.3pp | 80.3%+19.2pp | 69.8%+29.7pp |
| Annual return | -14.85% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $7,930 | $2,362+235.8% | $4,952+60.1% | $2,545+211.6% |
| Participant deferral / active EE | $3,852 | $2,920+31.9% | $5,638-31.7% | $4,238-9.1% |
| Admin fee / account holder | $120 | $502-76.1% | $14,677-99.2% | $594-79.8% |