Filed August 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PARAGON FINANCIAL ADVISORS1+ years Service code 27 · EIN 20-8817933 | Advisory (Plan) | $32,342 |
EPIC RETIREMENT PLAN SERVICES1+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $14,821 |
BRIAUD FINANCIAL PLANNING, INC.1+ years Service code 27 · EIN 74-2620407 | Advisory (Plan) | $8,902 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,306 | $64,176-37.2% | $112,263-64.1% | $66,949-39.8% |
| Participation rate | 88.9% | 68.4%+20.4pp | 75.1%+13.8pp | 69.8%+19.1pp |
| Annual return | 0.00% | -13.80%+13.8pp | 27.49%-27.5pp | 1.57%-1.6pp |
| Employer contribution / active EE | $9,811 | $3,007+226.3% | $3,636+169.8% | $2,545+285.4% |
| Participant deferral / active EE | $4,071 | $3,694+10.2% | $4,729-13.9% | $4,239-4.0% |
| Admin fee / account holder | $236 | $626-62.4% | $6,410-96.3% | $594-60.3% |