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| Provider | Service type | Compensation |
|---|---|---|
STAN CORP FINANCIAL GROUP10+ years Service code 15 · EIN 93-1253576 | Recordkeeping | $32,540 |
Filed as: KESTRA ADVISORY SERVICES Service code 19 · EIN 35-2552359 | Securities Custodian | $22,487 |
PENSION ASSURANCE LLP10+ years Filed as: PENSION CONSULTANT, INC Service code 10 · EIN 06-1504963 | Accounting | $6,824 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,415 | $55,437-9.1% | $155,534-67.6% | $74,459-32.3% |
| Participation rate | 82.0% | 61.9%+20.1pp | 78.2%+3.8pp | 67.2%+14.8pp |
| Annual return | 14.52% | 269.58%-255.1pp | 64.92%-50.4pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $1,992 | $2,266-12.1% | $4,675-57.4% | $2,626-24.1% |
| Participant deferral / active EE | $3,913 | $2,837+37.9% | $5,630-30.5% | $4,350-10.0% |
| Admin fee / account holder | $295 | $1,742-83.1% | $15,900-98.1% | $1,945-84.9% |