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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 19 · EIN 16-1503696 | Securities Custodian | $20,740 |
BPAS ACTUARIAL & PENSION SERVICES10+ years Service code 11 · EIN 30-0192194 | Actuarial | $20,520 |
BOWERS & COMPANY CPAS PLLC5 years Filed as: BOWERS & COMPANY CPAS, PLLC Service code 10 · EIN 20-1317788 | Accounting | $10,300 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 7.42% | 7.03%+0.4pp | 9.82%-2.4pp | 7.65%-0.2pp |
| Employer contribution / active EE | $10,501 | $15,106-30.5% | $30,322-65.4% | $20,582-49.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |