| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $59,182 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $18,864 |
PENSION ASSURANCE LLP4 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) | $8,788 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,434 | $84,784-35.8% | $98,462-44.7% | $74,478-26.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | 16.19% | 20.59%-4.4pp | 21.20%-5.0pp | 34.37%-18.2pp |
| Employer contribution / active EE | $3,085 | $3,364-8.3% | $3,049+1.2% | $2,637+17.0% |
| Participant deferral / active EE | $5,225 | $5,218+0.1% | $4,738+10.3% | $4,530+15.3% |
| Admin fee / account holder | $96 | $204-52.9% | $8,875-98.9% | $347-72.3% |