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| Provider | Service type | Compensation |
|---|---|---|
ADMINISTRATION SERVICES INC.1+ years Service code 15 · EIN 05-0345198 | Recordkeeping | $14,112 |
WARD FISHER & COMPANY1+ years Service code 10 · EIN 05-6016572 | Accounting | $8,100 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,489 | $47,944+47.0% | $67,834+3.9% | $62,881+12.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 11.77% | 11.77%0pp | 138.47%-126.7pp | 20.14%-8.4pp |
| Employer contribution / active EE | $7,233 | $1,562+363.0% | $2,403+200.9% | $2,281+217.1% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $277 | $3,712-92.5% | $4,622-94.0% | $4,296-93.6% |