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| Provider | Service type | Compensation |
|---|---|---|
ADMINISTRATION SERVICES INC.6+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $14,112 |
WARD FISHER & COMPANY1 year Filed as: WARD FISHER Service code 10 · EIN 05-0234540 | Accounting | $11,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,157 | $60,788+114.1% | $85,705+51.9% | $79,389+63.9% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.9%+30.1pp | 70.7%+29.3pp |
| Annual return | 21.14% | 16.57%+4.6pp | 21.49%-0.4pp | 116.89%-95.8pp |
| Employer contribution / active EE | $7,377 | $1,664+343.2% | $2,619+181.7% | $2,428+203.8% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $3,924-100.0% | $4,046-100.0% |
| Admin fee / account holder | $266 | $439-39.5% | $6,877-96.1% | $626-57.6% |