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| Provider | Service type | Compensation |
|---|---|---|
ADMINISTRATION SERVICES INC.3+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $14,112 |
WARD FISHER & COMPANY1 year Filed as: WARD FISHER & CO Service code 10 · EIN 05-6016572 | Accounting | $9,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,466 | $42,396+104.0% | $67,313+28.5% | $56,289+53.6% |
| Participation rate | 100.0% | 61.0%+39.0pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | 10.46% | -36.63%+47.1pp | -4.08%+14.5pp | -9.96%+20.4pp |
| Employer contribution / active EE | $8,022 | $1,414+467.5% | $2,566+212.7% | $2,111+280.0% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $262 | $510-48.6% | $4,507-94.2% | $521-49.7% |