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| Provider | Service type | Compensation |
|---|---|---|
D H EVANS TPA LLC DBA PATH ADMIN3+ years Service code 13 · EIN 46-1664646 | Contract Administrator | $38,027 |
PACKER THOMAS1 year Service code 10 · EIN 34-1667340 | Accounting | $9,500 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,421 |
FOX ROTHSCHILD LLP1 year Service code 29 · EIN 23-1404723 | Legal | $6,412 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,593 | $60,545+31.5% | $92,240-13.7% | $69,631+14.3% |
| Participation rate | 99.7% | 72.2%+27.6pp | 76.5%+23.2pp | 70.7%+29.0pp |
| Annual return | 14.53% | 19.71%-5.2pp | 176.29%-161.8pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $5,881 | $2,633+123.3% | $3,680+59.8% | $2,032+189.4% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $149 | $145+2.7% | $5,194-97.1% | $110+34.7% |