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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 | $71,106-54.0% | $121,871-73.1% | $69,733-53.1% |
| Participation rate | 99.4% | 62.8%+36.6pp | 73.2%+26.2pp | 62.5%+37.0pp |
| Annual return | 17.88% | 15.43%+2.4pp | 13.57%+4.3pp | 15.22%+2.7pp |
| Employer contribution / active EE | $706 | $2,556-72.4% | $2,731-74.2% | $2,250-68.6% |
| Participant deferral / active EE | $0 | $2,765-100.0% | $4,318-100.0% | $3,054-100.0% |
| Admin fee / account holder | $42 | $2,128-98.0% | $11,551-99.6% | $3,102-98.6% |