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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM C. EARHART CO., INC.9+ years Filed as: WILLIAM C. EARHART COMPANY, INC. Service code 10 · EIN 93-0509592 | Accounting | $180,368 |
Filed as: ACROPOLIS INVESTMENT MANAGEMENT Service code 28 · EIN 32-0016216 | Investment Management | $171,014 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $61,200 |
HARTNETT REYES-JONES, LLC4 years Service code 29 · EIN 43-1205253 | Legal | $25,718 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $21,552 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $9,866 | $112,686-91.2% | $170,028-94.2% | $80,149-87.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 14.15% | 67.04%-52.9pp | 53.39%-39.2pp | 40.39%-26.2pp |
| Employer contribution / active EE | $1,758 | $4,481-60.8% | $6,788-74.1% | $2,977-41.0% |
| Participant deferral / active EE | $18 | $7,876-99.8% | $10,409-99.8% | $5,015-99.7% |
| Admin fee / account holder | $112 | $99+13.3% | $12,820-99.1% | $145-22.5% |