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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Pension Consulting | $32,266 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,008 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA Service code 14 · EIN 13-3892096 5350 SEVENTY SEVEN CENTER DRIVE · CHARLOTTE, NC 28217 | Plan Administrator | $9,128 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,568 | $58,275+100.0% | $81,844+42.4% | $80,935+44.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.84% | 41.82%-26.0pp | 778.87%-763.0pp | 35.66%-19.8pp |
| Employer contribution / active EE | $6,206 | $2,346+164.6% | $2,916+112.8% | $2,757+125.1% |
| Participant deferral / active EE | $12,016 | $3,285+265.7% | $4,323+177.9% | $4,299+179.5% |
| Admin fee / account holder | $90 | $4,749-98.1% | $7,355-98.8% | $6,924-98.7% |