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| Provider | Service type | Compensation |
|---|---|---|
WARD FISHER & COMPANY5 years Filed as: WARD FISHER & CO. Service code 10 · EIN 05-0234540 | Accounting | $15,600 |
ADMINISTRATION SERVICES INC.9+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $14,112 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,189 | $54,690+194.7% | $76,030+112.0% | $74,478+116.4% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 31.30% | 31.92%-0.6pp | 361.54%-330.2pp | 1370.56%-1339.3pp |
| Employer contribution / active EE | $11,667 | $1,781+555.0% | $2,688+334.1% | $2,626+344.2% |
| Participant deferral / active EE | $0 | $3,070-100.0% | $4,257-100.0% | $4,350-100.0% |
| Admin fee / account holder | $269 | $2,240-88.0% | $6,421-95.8% | $1,946-86.2% |