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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $98,640 |
Filed as: THE RICHARDS GROUP Service code 99 · EIN 03-0215988 | Other Fees | $10,445 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL AND PARKER LCL Service code 99 · EIN 01-0523282 | Other Fees | $9,675 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 99 · EIN 03-0271340 | Other Fees | $5,410 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,809 | $50,919+7.6% | $155,556-64.8% | $77,762-29.5% |
| Participation rate | 87.7% | 63.1%+24.6pp | 78.2%+9.4pp | 70.6%+17.1pp |
| Annual return | 15.45% | 34.84%-19.4pp | 64.84%-49.4pp | 31.27%-15.8pp |
| Employer contribution / active EE | $4,472 | $1,991+124.5% | $4,675-4.4% | $2,728+63.9% |
| Participant deferral / active EE | $4,342 | $2,824+53.7% | $5,631-22.9% | $4,651-6.6% |
| Admin fee / account holder | $118 | $437-72.9% | $15,885-99.3% | $433-72.7% |