Filed December 8, 2018 (most recent of 2 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
CAMPBELL TAYLOR WASHBURN5 years Service code 10 · EIN 68-0251243 | Accounting | $5,138 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,380 | $55,415-70.4% | $155,509-89.5% | $74,495-78.0% |
| Participation rate | 97.5% | 61.9%+35.6pp | 78.2%+19.3pp | 67.2%+30.3pp |
| Annual return | 7.19% | 268.50%-261.3pp | 64.67%-57.5pp | 1364.94%-1357.7pp |
| Employer contribution / active EE | $1,849 | $2,267-18.4% | $4,672-60.4% | $2,623-29.5% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $46 | $1,738-97.4% | $15,912-99.7% | $1,942-97.6% |