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| Provider | Service type | Compensation |
|---|---|---|
LETORT MANAGEMENT & TRUST CO.5+ years Service code 15 · EIN 25-1900215 | Recordkeeping | $62,629 |
Filed as: THE RETIREMENT ADVANTAGE Service code 15 PO BOX 825 · ELM GROVE, WI 531220825 | Recordkeeping | $16,894 |
Filed as: BOYER & RITTER LLC Service code 10 · EIN 23-1311005 | Accounting | $16,577 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY SECURITIES LLC Service code 99 901 S BOND ST STE 400 · BALTIMORE, MD 21231 | Other Fees | $9,178 |
LOMBARD SECURITIES INC1 year Service code 27 1820 LANCASTER ST 2ND FL · BALTIMORE, MD 21231 | Advisory (Plan) | $9,178 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,915 | $40,174+6.8% | $84,015-48.9% | $67,579-36.5% |
| Participation rate | 93.8% | 62.7%+31.1pp | 69.0%+24.8pp | 71.3%+22.5pp |
| Annual return | 22.06% | 25.82%-3.8pp | 71.31%-49.3pp | 378.56%-356.5pp |
| Employer contribution / active EE | $553 | $808-31.5% | $1,983-72.1% | $2,148-74.2% |
| Participant deferral / active EE | $3,736 | $2,301+62.3% | $3,239+15.3% | $3,539+5.5% |
| Admin fee / account holder | $262 | $128+103.9% | $6,101-95.7% | $142+83.9% |