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| Provider | Service type | Compensation |
|---|---|---|
BLB & B ADVISORS, LLC1 year Service code 27 103 MONTGOMERY AVENUE · MONTGOMERYVILLE, PA 18936 | Advisory (Plan) | $19,619 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $9,876 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,956 | $61,391-39.8% | $149,723-75.3% | $71,529-48.3% |
| Participation rate | 71.5% | 62.5%+9.0pp | 78.8%-7.3pp | 67.9%+3.6pp |
| Annual return | 18.64% | 35.88%-17.2pp | 134.50%-115.9pp | 28.97%-10.3pp |
| Employer contribution / active EE | $1,492 | $2,384-37.4% | $4,821-69.1% | $2,590-42.4% |
| Participant deferral / active EE | $1,696 | $2,921-41.9% | $5,682-70.1% | $4,291-60.5% |
| Admin fee / account holder | $167 | $1,264-86.8% | $13,215-98.7% | $1,588-89.5% |