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| Provider | Service type | Compensation |
|---|---|---|
HOGANTAYLOR LLP6 years Service code 10 · EIN 73-1413977 | Accounting | $8,170 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,723 | $62,086-47.3% | $90,259-63.7% | $64,340-49.1% |
| Participation rate | 99.4% | 53.9%+45.5pp | 70.7%+28.7pp | 55.2%+44.2pp |
| Annual return | 17.88% | 16.73%+1.1pp | 18.88%-1.0pp | 24.14%-6.3pp |
| Employer contribution / active EE | $706 | $1,883-62.5% | $2,291-69.2% | $1,862-62.1% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $3,827-100.0% | $2,980-100.0% |
| Admin fee / account holder | $42 | $3,317-98.7% | $7,267-99.4% | $3,703-98.9% |