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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping Fees | $13,336 |
ALLIANCE BENEFIT GROUP1 year Service code 13 · EIN 76-0500416 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Contract Administrator | $4,026 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,560 | $101,591-55.2% | $147,096-69.0% | $74,429-38.8% |
| Participation rate | 89.6% | 75.5%+14.1pp | 82.2%+7.4pp | 67.2%+22.4pp |
| Annual return | 35.66% | 8746.45%-8710.8pp | 419.75%-384.1pp | 1368.38%-1332.7pp |
| Employer contribution / active EE | $4,714 | $3,813+23.6% | $4,936-4.5% | $2,625+79.6% |
| Participant deferral / active EE | $8,708 | $7,302+19.2% | $8,071+7.9% | $4,348+100.3% |
| Admin fee / account holder | $82 | $1,750-95.3% | $13,005-99.4% | $1,944-95.8% |