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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 | Direct payment from the plan; Valuati... | $12,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,946 | $60,393+153.3% | $81,820+86.9% | $74,429+105.5% |
| Participation rate | 98.1% | 62.9%+35.2pp | 72.4%+25.8pp | 67.2%+30.9pp |
| Annual return | 13.24% | 16.89%-3.7pp | 777.93%-764.7pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $25,224 | $2,626+860.4% | $2,915+765.3% | $2,625+861.0% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,323-100.0% | $4,348-100.0% |
| Admin fee / account holder | $204 | $1,491-86.3% | $7,391-97.2% | $1,944-89.5% |