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| Provider | Service type | Compensation |
|---|---|---|
BLB & B ADVISORS, LLC2 years Service code 27 103 MONTGOMERY AVENUE · MONTGOMERYVILLE, PA 18936 | Advisory (Plan) | $23,095 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $11,656 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,330 | $55,470-29.1% | $155,556-74.7% | $74,478-47.2% |
| Participation rate | 80.2% | 61.9%+18.3pp | 78.2%+2.0pp | 67.2%+13.0pp |
| Annual return | 17.06% | 269.80%-252.7pp | 64.84%-47.8pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $1,775 | $2,267-21.7% | $4,675-62.0% | $2,626-32.4% |
| Participant deferral / active EE | $1,932 | $2,838-31.9% | $5,631-65.7% | $4,350-55.6% |
| Admin fee / account holder | $177 | $1,744-89.8% | $15,885-98.9% | $1,946-90.9% |