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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NOVARA, TESIJA & CATENACCI PLLC Service code 29 · EIN 38-3763096 | Legal | $29,874 |
BENESYS, INC.2 years Service code 14 · EIN 38-2383171 | Plan Administrator | $19,021 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 34-1087273 | Accounting | $12,000 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN GRAPHICS PRINTING CO. Service code 36 · EIN 38-2090931 | Copying and duplicating | $5,824 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,753 | $56,443-42.0% | $83,831-60.9% | $55,725-41.2% |
| Participation rate | 99.5% | 72.0%+27.5pp | 76.1%+23.4pp | 70.9%+28.7pp |
| Annual return | 7.99% | 393.67%-385.7pp | 850.99%-843.0pp | 244.93%-236.9pp |
| Employer contribution / active EE | $2,323 | $2,682-13.4% | $3,631-36.0% | $2,078+11.8% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $182 | $156+16.4% | $5,479-96.7% | $115+57.9% |