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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $22,386 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $20,149 |
ACUFF & ASSOCIATES, INC.1 year Service code 15 · EIN 62-1477251 | Recordkeeping | $4,244 |
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 | $87,339 | $65,378+33.6% | $87,103+0.3% | $65,186+34.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 21.45% | 31.28%-9.8pp | 28.19%-6.7pp | 29.39%-7.9pp |
| Employer contribution / active EE | $5,459 | $1,823+199.5% | $2,521+116.5% | $2,177+150.8% |
| Participant deferral / active EE | $5,616 | $3,389+65.7% | $4,049+38.7% | $3,514+59.8% |
| Admin fee / account holder | $216 | $520-58.4% | $7,491-97.1% | $847-74.5% |