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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY SERVICES GROUP LLC Service code 13 · EIN 82-2384824 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Contract Administrator | $17,103 |
ADVISOR RESOURCE COUNCIL2 years Filed as: ADVISOR TRUST, INC Service code 21 · EIN 46-4091337 | Bank Trustee | $10,441 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $388,496 | $82,674+369.9% | $125,363+209.9% | $68,495+467.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.90% | -5.97%-10.9pp | 572.15%-589.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $12,219 | $3,382+261.3% | $4,815+153.8% | $2,596+370.6% |
| Participant deferral / active EE | $10,270 | $6,111+68.1% | $7,447+37.9% | $4,028+155.0% |
| Admin fee / account holder | $206 | $6,276-96.7% | $10,005-97.9% | $5,403-96.2% |