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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $46,445 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,879 | $82,163+99.5% | $125,381+30.7% | $64,819+152.8% |
| Participation rate | 96.4% | 77.9%+18.5pp | 82.4%+14.0pp | 71.5%+24.9pp |
| Annual return | -16.09% | 3.49%-19.6pp | 572.31%-588.4pp | 32.84%-48.9pp |
| Employer contribution / active EE | $5,849 | $3,616+61.8% | $4,815+21.5% | $2,507+133.3% |
| Participant deferral / active EE | $10,050 | $7,175+40.1% | $7,448+34.9% | $4,311+133.1% |
| Admin fee / account holder | $135 | $163-17.1% | $10,007-98.6% | $188-28.0% |