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| Provider | Service type | Compensation |
|---|---|---|
D H EVANS TPA LLC DBA PATH ADMIN2+ years Service code 13 · EIN 46-1664646 | Contract Administrator | $38,833 |
Service code 10 · EIN 23-1583249 | Accounting | $10,100 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,501 |
Filed as: CHARLES W JOHNSTON PC Service code 29 · EIN 23-2077724 | Legal | $7,334 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,285 | $57,921+19.6% | $84,753-18.2% | $57,658+20.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 6.90% | 10.24%-3.3pp | 22.78%-15.9pp | 5.13%+1.8pp |
| Employer contribution / active EE | $3,984 | $2,598+53.3% | $3,574+11.5% | $1,974+101.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $140 | $130+8.0% | $5,333-97.4% | $95+48.1% |