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| Provider | Service type | Compensation |
|---|---|---|
RICHMOND CAPITAL MANAGEMENT5 years Filed as: RICHMOND CAPITAL MANAGEMENT, INC. Service code 27 · EIN 54-1288566 | Advisory (Plan) | $35,025 |
CARLSON QUINN2 years Service code 15 · EIN 94-3410526 | Recordkeeping | $8,969 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,442 | $72,303+85.9% | $86,698+55.1% | $64,824+107.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -12.55% | 392.77%-405.3pp | 35.96%-48.5pp | 32.84%-45.4pp |
| Employer contribution / active EE | $6,244 | $2,393+160.9% | $2,837+120.1% | $2,507+149.0% |
| Participant deferral / active EE | $5,641 | $4,660+21.1% | $4,656+21.1% | $4,311+30.8% |
| Admin fee / account holder | $133 | $174-23.4% | $7,492-98.2% | $188-29.1% |