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| Provider | Service type | Compensation |
|---|---|---|
HOGANTAYLOR LLP4 years Service code 10 · EIN 73-1413977 | Accounting | $51,610 |
FRIDAY ELDREDGE & CLARK10+ years Service code 29 · EIN 71-0253637 | Legal | $8,325 |
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 | $60,116 | $129,227-53.5% | $184,256-67.4% | $77,762-22.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 7.85% | 33.24%-25.4pp | 28.85%-21.0pp | 31.27%-23.4pp |
| Employer contribution / active EE | $3,400 | $4,412-23.0% | $6,427-47.1% | $2,728+24.6% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $122 | $256-52.5% | $13,899-99.1% | $433-71.9% |