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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 | $101,653-55.2% | $147,080-69.0% | $74,459-38.8% |
| Participation rate | 89.6% | 75.6%+14.1pp | 82.2%+7.4pp | 67.2%+22.4pp |
| Annual return | 35.66% | 8754.98%-8719.3pp | 420.17%-384.5pp | 1369.70%-1334.0pp |
| Employer contribution / active EE | $4,714 | $3,813+23.6% | $4,933-4.4% | $2,626+79.5% |
| Participant deferral / active EE | $8,708 | $7,304+19.2% | $8,066+8.0% | $4,350+100.2% |
| Admin fee / account holder | $82 | $1,752-95.3% | $12,989-99.4% | $1,945-95.8% |