Filed August 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PARAGON FINANCIAL ADVISORS2+ years Service code 27 · EIN 20-8817933 | Advisory (Plan) | $43,166 |
EPIC RETIREMENT PLAN SERVICES2+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $15,932 |
BRIAUD FINANCIAL PLANNING, INC.2+ years Service code 27 · EIN 74-2620407 | Advisory (Plan) | $11,735 |
CHARLES SCHWAB & CO., INC.2+ 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 | $39,745 | $76,696-48.2% | $96,538-58.8% | $71,529-44.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 14.69% | 48.32%-33.6pp | 35.74%-21.0pp | 28.97%-14.3pp |
| Employer contribution / active EE | $6,449 | $3,032+112.7% | $3,740+72.4% | $2,590+149.0% |
| Participant deferral / active EE | $4,411 | $3,770+17.0% | $4,880-9.6% | $4,291+2.8% |
| Admin fee / account holder | $283 | $2,030-86.0% | $6,737-95.8% | $1,588-82.2% |