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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7 years Service code 15 · EIN 04-2647786 | Recordkeeping | $334,823 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $149,496 |
AMERICAN FUNDS8+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $63,150 |
KREISCHER MILLER7 years Service code 10 · EIN 23-1980475 | Accounting | $21,637 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,907 | $136,266+60.6% | $90,767+141.2% | $77,906+181.0% |
| Participation rate | 99.7% | 86.6%+13.1pp | 75.7%+24.0pp | 73.7%+26.0pp |
| Annual return | -14.90% | -11.32%-3.6pp | -12.16%-2.7pp | 12.16%-27.1pp |
| Employer contribution / active EE | $9,756 | $4,215+131.5% | $2,922+233.9% | $2,846+242.7% |
| Participant deferral / active EE | $11,285 | $6,353+77.6% | $4,565+147.2% | $4,805+134.8% |
| Admin fee / account holder | $128 | $399-67.9% | $8,445-98.5% | $133-3.4% |