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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $59,282 |
MADDOCK HENSON, P.C.1 year Filed as: MADDOCK FINANCIAL LLC Service code 99 · EIN 37-1423407 | Other Fees | $38,812 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,122 | $52,722-54.2% | $90,461-73.3% | $73,412-67.1% |
| Participation rate | 97.8% | 67.7%+30.1pp | 72.7%+25.1pp | 72.2%+25.6pp |
| Annual return | 13.53% | 20.70%-7.2pp | 1294.76%-1281.2pp | 59.30%-45.8pp |
| Employer contribution / active EE | $1,304 | $1,872-30.3% | $3,264-60.1% | $2,234-41.6% |
| Participant deferral / active EE | $1,469 | $2,810-47.7% | $3,964-62.9% | $3,806-61.4% |
| Admin fee / account holder | $87 | $117-25.7% | $5,617-98.5% | $158-45.0% |