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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 | $98,776+29.8% | $119,126+7.7% | $89,670+43.0% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 9.54% | 9.25%+0.3pp | 282.11%-272.6pp | 19.66%-10.1pp |
| Employer contribution / active EE | $4,622 | $5,802-20.3% | $4,034+14.6% | $4,041+14.4% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $184 | $230-20.1% | $10,693-98.3% | $352-47.7% |