| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $81,727 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $12,628 |
PENSION ASSURANCE LLP2 years Service code 27 · EIN 30-0840934 | Advisory (Plan) | $9,000 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 27 · EIN 39-1126909 | Advisory (Plan) | $7,859 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,521 | $185,342-26.3% | $111,319+22.6% | $86,828+57.2% |
| Participation rate | 98.8% | 81.0%+17.8pp | 77.3%+21.5pp | 72.3%+26.5pp |
| Annual return | 14.91% | 500.80%-485.9pp | 54.68%-39.8pp | 97.95%-83.0pp |
| Employer contribution / active EE | $2,696 | $2,246+20.0% | $2,732-1.3% | $2,406+12.0% |
| Participant deferral / active EE | $6,035 | $4,458+35.4% | $4,488+34.5% | $4,132+46.1% |
| Admin fee / account holder | $117 | $255-54.3% | $7,966-98.5% | $170-31.1% |