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| Provider | Service type | Compensation |
|---|---|---|
CSENGE ADVISORY GROUP, LLC3 years Filed as: CSENGE ADVISORY GROUP Service code 26 · EIN 59-3643590 | Advisory (Participants) | $56,800 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $50,669 |
WATKINS ROSS1 year Filed as: WATKINS, WARD & STAFFORD, PLLC Service code 10 · EIN 64-0394922 | Accounting | $18,300 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INTERNATIONAL GULF SOUTH Service code 13 · EIN 35-0672425 | Contract Administrator | $7,623 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,666 | $58,312+29.8% | $86,656-12.7% | $71,529+5.8% |
| Participation rate | 84.6% | 65.0%+19.6pp | 71.7%+12.9pp | 67.9%+16.7pp |
| Annual return | 6.80% | 24.08%-17.3pp | 593.09%-586.3pp | 28.97%-22.2pp |
| Employer contribution / active EE | $2,235 | $2,576-13.3% | $3,025-26.1% | $2,590-13.7% |
| Participant deferral / active EE | $2,817 | $3,439-18.1% | $4,439-36.5% | $4,291-34.4% |
| Admin fee / account holder | $114 | $1,057-89.2% | $5,619-98.0% | $1,588-92.8% |