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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP3+ years Filed as: MILLER/RUSSELL Service code 27 · EIN 27-1529830 | Advisory (Plan) | $43,050 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,346 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,272 |
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 | $69,594 | $46,100+51.0% | $86,582-19.6% | $69,631-0.1% |
| Participation rate | 83.6% | 67.2%+16.4pp | 73.5%+10.0pp | 70.7%+12.9pp |
| Annual return | 21.31% | 21.02%+0.3pp | 965.08%-943.8pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $3,633 | $1,850+96.4% | $2,839+27.9% | $2,032+78.8% |
| Participant deferral / active EE | $8,403 | $2,432+245.6% | $3,609+132.9% | $3,224+160.7% |
| Admin fee / account holder | $195 | $94+108.1% | $4,904-96.0% | $110+76.8% |