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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,380 | $55,446-70.5% | $155,574-89.5% | $74,429-78.0% |
| Participation rate | 97.5% | 61.9%+35.6pp | 78.2%+19.3pp | 67.2%+30.3pp |
| Annual return | 7.19% | 269.20%-262.0pp | 64.87%-57.7pp | 1368.38%-1361.2pp |
| Employer contribution / active EE | $1,849 | $2,266-18.4% | $4,676-60.4% | $2,625-29.5% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $46 | $1,743-97.4% | $15,914-99.7% | $1,944-97.7% |