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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM C. EARHART CO., INC.10+ years Filed as: WILLIAM C. EARHART COMPANY, INC. Service code 10 · EIN 93-0509592 | Accounting | $221,131 |
Filed as: ACROPOLIS INVESTMENT MANAGEMENT Service code 28 · EIN 32-0016216 | Investment Management | $143,898 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $69,443 |
THE SEGAL COMPANY1 year Service code 16 · EIN 13-1975125 | Consulting | $47,934 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $14,297 |
HARTNETT REYES-JONES, LLC5 years Service code 29 · EIN 43-1205253 | Legal | $12,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,099 | $122,585-90.9% | $184,256-94.0% | $200,096-94.5% |
| Participation rate | 98.5% | 86.9%+11.6pp | 86.8%+11.7pp | 72.0%+26.5pp |
| Annual return | 9.80% | 144.12%-134.3pp | 28.85%-19.0pp | 34.26%-24.5pp |
| Employer contribution / active EE | $2,313 | $4,571-49.4% | $6,427-64.0% | $3,038-23.8% |
| Participant deferral / active EE | $11 | $7,972-99.9% | $9,133-99.9% | $5,090-99.8% |
| Admin fee / account holder | $116 | $120-3.8% | $13,899-99.2% | $269-57.0% |