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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ACROPOLIS INVESTMENT MANAGEMENT Service code 28 · EIN 32-0016216 | Investment Management | $175,540 |
WILLIAM C. EARHART CO., INC.8+ years Filed as: WILLIAM C. EARHART COMPANY, INC. Service code 10 · EIN 93-0509592 | Accounting | $145,809 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $63,410 |
HARTNETT REYES-JONES, LLC3 years Service code 29 · EIN 43-1205253 | Legal | $36,579 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $12,181 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,150 | $95,918-90.5% | $151,611-94.0% | $77,904-88.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -14.33% | -5.50%-8.8pp | 3.33%-17.7pp | 12.21%-26.5pp |
| Employer contribution / active EE | $1,535 | $4,330-64.6% | $6,166-75.1% | $2,848-46.1% |
| Participant deferral / active EE | $19 | $7,508-99.8% | $8,363-99.8% | $4,806-99.6% |
| Admin fee / account holder | $110 | $93+18.1% | $11,616-99.1% | $133-16.9% |