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| Provider | Service type | Compensation |
|---|---|---|
HOGANTAYLOR LLP3 years Service code 10 · EIN 73-1413977 | Accounting | $39,375 |
FRIDAY ELDREDGE & CLARK9+ years Service code 29 · EIN 71-0253637 | Legal | $5,554 |
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 | $57,976 | $100,272-42.2% | $170,057-65.9% | $74,473-22.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 6.45% | 66.12%-59.7pp | 53.42%-47.0pp | 34.36%-27.9pp |
| Employer contribution / active EE | $3,085 | $4,266-27.7% | $6,790-54.6% | $2,638+16.9% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,411-100.0% | $4,530-100.0% |
| Admin fee / account holder | $89 | $235-62.1% | $12,826-99.3% | $347-74.4% |