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| Provider | Service type | Compensation |
|---|---|---|
HOGANTAYLOR LLP3 years Service code 10 · EIN 73-1413977 | Accounting | $19,110 |
SPENCER FANE LLP2 years Filed as: SPENCER FANE Service code 29 · EIN 44-0561981 | Legal | $4,455 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,740 | $50,199-46.7% | $70,098-61.9% | $66,930-60.0% |
| Participation rate | 88.3% | 66.3%+22.0pp | 70.5%+17.8pp | 69.8%+18.5pp |
| Annual return | 17.73% | -13.85%+31.6pp | 190.76%-173.0pp | 1.57%+16.2pp |
| Employer contribution / active EE | $702 | $1,864-62.4% | $2,560-72.6% | $2,545-72.4% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,238-100.0% |
| Admin fee / account holder | $87 | $600-85.5% | $6,266-98.6% | $593-85.3% |