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| Provider | Service type | Compensation |
|---|---|---|
HOGANTAYLOR LLP2 years Service code 10 · EIN 73-1413977 | Accounting | $17,525 |
FRIDAY ELDREDGE & CLARK8+ years Service code 29 · EIN 71-0253637 | Legal | $7,610 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,026 | $86,897-37.8% | $151,645-64.4% | $64,824-16.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | 4.96% | -3.57%+8.5pp | 3.34%+1.6pp | 32.84%-27.9pp |
| Employer contribution / active EE | $2,905 | $4,010-27.6% | $6,165-52.9% | $2,507+15.9% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $47 | $153-69.5% | $11,614-99.6% | $188-75.2% |