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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ACROPOLIS INVESTMENT MANAGEMENT Service code 27 · EIN 32-0016216 | Advisory (Plan) | $21,596 |
CAMPBELL TAYLOR WASHBURN1 year Service code 10 · EIN 68-0251243 | Accounting | $21,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $15,178 |
Filed as: ACCLARO ADVISORS Service code 34 · EIN 46-0553969 | Valuation (appraisals, etc.); Direct ... | $12,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,946 | $60,504+152.8% | $81,882+86.8% | $74,478+105.4% |
| Participation rate | 98.1% | 62.9%+35.2pp | 72.4%+25.7pp | 67.2%+30.9pp |
| Annual return | 13.24% | 16.91%-3.7pp | 779.47%-766.2pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $25,224 | $2,627+860.4% | $2,916+765.0% | $2,626+860.5% |
| Participant deferral / active EE | $0 | $3,400-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $204 | $1,492-86.4% | $7,360-97.2% | $1,946-89.5% |