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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP2+ years Filed as: MILLER/RUSSELL Service code 27 · EIN 27-1529830 | Advisory (Plan) | $52,977 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,686 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,687 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,068 | $39,859+35.6% | $78,676-31.3% | $57,658-6.2% |
| Participation rate | 82.1% | 66.1%+16.0pp | 73.6%+8.6pp | 70.2%+11.9pp |
| Annual return | 10.77% | 18.96%-8.2pp | 62.19%-51.4pp | 5.13%+5.6pp |
| Employer contribution / active EE | $3,711 | $1,786+107.8% | $2,850+30.2% | $1,974+88.0% |
| Participant deferral / active EE | $8,145 | $2,248+262.3% | $3,517+131.6% | $3,061+166.1% |
| Admin fee / account holder | $167 | $76+118.8% | $4,510-96.3% | $95+76.3% |