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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $39,545 |
HOGANTAYLOR LLP7 years Service code 10 · EIN 73-1413977 | Accounting | $33,077 |
FRIDAY ELDREDGE & CLARK9+ years Service code 29 · EIN 71-0253637 | Legal | $6,161 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,489 | $100,272+34.1% | $170,028-20.9% | $74,440+80.7% |
| Participation rate | 87.9% | 87.4%+0.6pp | 87.0%+0.9pp | 70.7%+17.2pp |
| Annual return | 11.15% | 66.12%-55.0pp | 53.39%-42.2pp | 34.37%-23.2pp |
| Employer contribution / active EE | $6,351 | $4,266+48.9% | $6,788-6.4% | $2,638+140.8% |
| Participant deferral / active EE | $2,123 | $7,147-70.3% | $10,409-79.6% | $4,529-53.1% |
| Admin fee / account holder | $185 | $235-21.0% | $12,820-98.6% | $348-46.7% |