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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 | $54,679+194.8% | $76,119+111.8% | $74,459+116.5% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 31.30% | 31.90%-0.6pp | 361.25%-329.9pp | 1369.70%-1338.4pp |
| Employer contribution / active EE | $11,667 | $1,781+554.9% | $2,693+333.3% | $2,626+344.3% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $4,259-100.0% | $4,350-100.0% |
| Admin fee / account holder | $269 | $2,238-88.0% | $6,421-95.8% | $1,945-86.1% |