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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY1 year Service code 25 · EIN 62-1437218 | Directed Trustee | $23,281 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $23,000 |
ANDERSON & WELLS, P.C.1 year Service code 10 · EIN 63-1035538 | Accounting | $19,500 |
Filed as: SHAREHOLDER STRATEGIES Service code 34 · EIN 54-1703011 | Valuation (appraisals, etc.) | $18,568 |
KRIEG DEVAULT LLP1 year Filed as: KRIEG DEVAULT Service code 29 · EIN 35-1055087 | Legal | $5,895 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,714 | $155,795-73.2% | $136,298-69.4% | $69,631-40.1% |
| Participation rate | 96.1% | 75.2%+20.9pp | 81.9%+14.2pp | 70.7%+25.4pp |
| Annual return | 118.90% | 232464.33%-232345.4pp | 5156.27%-5037.4pp | 27571.02%-27452.1pp |
| Employer contribution / active EE | $2,134 | $2,991-28.7% | $4,696-54.6% | $2,032+5.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $92 | $128-28.6% | $9,244-99.0% | $110-17.0% |