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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS9 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 15 · EIN 16-1616474 | Recordkeeping | $117,875 |
BENESYS, INC.7 years Service code 13 700 TOWERS DRIVE · TROY, MI 48098 | Contract Administrator | $65,286 |
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 100 GATEWAY DRIVE · BETHLEHEM, PA 18017 | Advisory (Plan) | $53,044 |
O'DONOGHUE & O'DONOGHUE5 years Filed as: ODONOGHUE & ODONOGHUE LLP Service code 29 5301 WISCONSIN AVE NW · WASHINGTON, DC 20015 | Legal | $25,567 |
FISCHER DORWART, P.C.8 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $18,000 |
KANG HAGGERTY & FETBROYT8 years Filed as: KANG HAGGERTY & FETBROYT, LLC Service code 29 123 S BROAD SUITE 1950 · PHILADELPHIA, PA 19109 | Legal | $7,038 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,241 | $98,273+30.5% | $150,734-14.9% | $85,660+49.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.4%+21.6pp | 74.8%+25.2pp |
| Annual return | 9.54% | 7.62%+1.9pp | 600.81%-591.3pp | 19.52%-10.0pp |
| Employer contribution / active EE | $4,622 | $5,764-19.8% | $4,918-6.0% | $4,199+10.1% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $184 | $226-18.4% | $14,905-98.8% | $224-17.8% |