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| Provider | Service type | Compensation |
|---|---|---|
INSURANCE PROGRAMMERS, INC.1+ years Service code 13 · EIN 06-0811449 | Contract Administrator | $114,300 |
ROBERT CHEVERIE1+ years Filed as: ROBERT M.CHEVERIE & ASSOC.P.C. Service code 29 · EIN 06-1335139 | Legal | $70,721 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,050 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $51,163 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,561 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $7,950 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,465 | $55,516-7.3% | $75,784-32.1% | $59,188-13.0% |
| Participation rate | 98.2% | 73.6%+24.6pp | 75.8%+22.4pp | 69.4%+28.8pp |
| Annual return | -0.19% | -1.89%+1.7pp | 9.68%-9.9pp | 5.51%-5.7pp |
| Employer contribution / active EE | $7,005 | $2,604+169.0% | $3,323+110.8% | $2,098+233.9% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $80 | $110-27.4% | $5,300-98.5% | $92-13.3% |