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| Provider | Service type | Compensation |
|---|---|---|
SES ADVISORS, INC.2+ years Filed as: SES ADVISORS Service code 15 · EIN 04-3760707 | Recordkeeping | $11,906 |
CAMPBELL TAYLOR & COMPANY2+ years Service code 10 · EIN 68-0251243 | Accounting | $4,240 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,218 | $43,423-7.4% | $78,676-48.9% | $55,167-27.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 1.50% | 11.53%-10.0pp | 62.19%-60.7pp | 169.23%-167.7pp |
| Employer contribution / active EE | $8,276 | $1,997+314.5% | $2,850+190.4% | $1,963+321.7% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $118 | $416-71.6% | $4,510-97.4% | $504-76.5% |