Filed December 8, 2018 (most recent of 2 filings on file)
Total covered: 5 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAMPBELL TAYLOR WASHBURN4 years Service code 10 · EIN 68-0251243 | Accounting | $7,301 |
ZABARSKY & ASSOCIATES, LLC4 years Service code 64 · EIN 82-0560553 | Recordkeeping Fees | $5,310 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,070 | $61,356-73.8% | $149,696-89.3% | $71,511-77.5% |
| Participation rate | 98.6% | 62.5%+36.1pp | 78.8%+19.8pp | 67.9%+30.6pp |
| Annual return | 8.27% | 35.86%-27.6pp | 134.46%-126.2pp | 28.86%-20.6pp |
| Employer contribution / active EE | $3,403 | $2,382+42.9% | $4,821-29.4% | $2,589+31.4% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $60 | $1,263-95.2% | $13,212-99.5% | $1,588-96.2% |