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| Provider | Service type | Compensation |
|---|---|---|
FRIDAY ELDREDGE & CLARK7+ years Service code 29 · EIN 71-0253637 | Legal | $18,530 |
HOGANTAYLOR LLP1 year Service code 10 · EIN 73-1413977 | Accounting | $9,100 |
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 | $60,174 | $111,491-46.0% | $189,545-68.3% | $86,821-30.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 13.23% | 83.50%-70.3pp | 555.36%-542.1pp | 97.94%-84.7pp |
| Employer contribution / active EE | $2,632 | $3,951-33.4% | $6,162-57.3% | $2,406+9.4% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $55 | $189-71.0% | $12,049-99.5% | $170-67.7% |