| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $50,586 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 27 · EIN 39-1126909 | Advisory (Plan) | $19,424 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,056 |
PENSION ASSURANCE LLP2 years Service code 27 · EIN 30-0840934 | Advisory (Plan) | $9,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,587 | $93,131-38.2% | $106,554-46.0% | $86,828-33.7% |
| Participation rate | 97.3% | 81.4%+15.9pp | 76.1%+21.2pp | 72.3%+25.0pp |
| Annual return | 19.55% | 19.45%+0.1pp | 26.80%-7.2pp | 97.95%-78.4pp |
| Employer contribution / active EE | $3,974 | $2,895+37.2% | $2,819+40.9% | $2,406+65.1% |
| Participant deferral / active EE | $4,823 | $4,708+2.4% | $4,398+9.7% | $4,132+16.7% |
| Admin fee / account holder | $86 | $145-40.8% | $7,408-98.8% | $170-49.4% |