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| Provider | Service type | Compensation |
|---|---|---|
D H EVANS TPA LLC DBA PATH ADMIN1+ years Service code 13 · EIN 46-1664646 | Contract Administrator | $38,161 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES JOHNSON Service code 29 · EIN 23-2077724 | Legal | $9,725 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 | Advisory (Plan) | $8,988 |
WAGGONER FRUTIGER & DAUB LLP1+ years Filed as: WAGGONER FRUTIGER & DAUB, LLP Service code 10 · EIN 23-1583249 | Accounting | $7,700 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,654 | $50,498+30.0% | $75,784-13.4% | $55,191+19.0% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 0.71% | 1.80%-1.1pp | 9.68%-9.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $3,939 | $2,291+72.0% | $3,323+18.5% | $1,899+107.5% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $148 | $123+20.6% | $5,300-97.2% | $91+63.4% |