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| Provider | Service type | Compensation |
|---|---|---|
HILLIARD & ASSOCIATES5 years Service code 10 · EIN 76-0411322 | Accounting | $32,750 |
THE BVA GROUP9+ years Service code 29 · EIN 75-2326337 | Legal | $25,350 |
BAIRD FUNDS6 years Filed as: ROBERT ROTEN Service code 26 4 TOSCANY CT · MANSFIELD, TX 76063 | Advisory (Participants) | $25,000 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN Service code 15 · EIN 82-3719843 | Recordkeeping | $14,248 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,765 | $91,439+15.7% | $135,974-22.2% | $71,511+47.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 59.57% | 29.90%+29.7pp | 68.30%-8.7pp | 28.86%+30.7pp |
| Employer contribution / active EE | $2,857 | $3,705-22.9% | $4,859-41.2% | $2,589+10.4% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $229 | $1,267-82.0% | $10,767-97.9% | $1,588-85.6% |