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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $19,476 |
BAS PARTNERS1 year Service code 10 15800 PINES BLVD STE 300 · PEMBROKE PINES, FL 330271212 | Accounting | $3,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,337 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $414 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,463 | $79,694-81.9% | $96,171-85.0% | $79,391-81.8% |
| Participation rate | 91.3% | 54.0%+37.3pp | 68.4%+22.9pp | 70.7%+20.6pp |
| Annual return | 11.03% | 40.84%-29.8pp | 192.04%-181.0pp | 116.88%-105.9pp |
| Employer contribution / active EE | $4,829 | $1,443+234.6% | $2,799+72.5% | $2,428+98.9% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,350-100.0% | $4,046-100.0% |
| Admin fee / account holder | $147 | $630-76.6% | $5,538-97.3% | $627-76.5% |