| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $53,617 |
PENSION ASSURANCE LLP3 years Service code 27 · EIN 30-0840934 | Advisory (Plan) | $11,000 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 27 · EIN 39-1126909 | Advisory (Plan) | $8,397 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,343 | $81,948-38.6% | $90,767-44.5% | $64,829-22.3% |
| Participation rate | 98.8% | 80.5%+18.4pp | 75.7%+23.1pp | 71.5%+27.3pp |
| Annual return | -16.39% | -12.53%-3.9pp | -12.16%-4.2pp | 32.85%-49.2pp |
| Employer contribution / active EE | $3,078 | $3,067+0.3% | $2,922+5.3% | $2,507+22.8% |
| Participant deferral / active EE | $5,177 | $4,844+6.9% | $4,565+13.4% | $4,312+20.1% |
| Admin fee / account holder | $76 | $157-51.7% | $8,445-99.1% | $188-59.6% |