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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 | $60,261+153.8% | $81,783+87.0% | $74,546+105.2% |
| Participation rate | 98.1% | 62.9%+35.3pp | 72.4%+25.8pp | 67.2%+30.9pp |
| Annual return | 13.24% | 16.88%-3.6pp | 775.05%-761.8pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $25,224 | $2,622+862.2% | $2,913+766.0% | $2,624+861.2% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,320-100.0% | $4,347-100.0% |
| Admin fee / account holder | $204 | $1,482-86.3% | $7,380-97.2% | $1,944-89.5% |