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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS5 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 19 · EIN 16-1616474 | Securities Custodian | $135,912 |
BENESYS, INC.3 years Service code 13 700 TOWERS DRIVE · TROY, MI 48098 | Contract Administrator | $59,744 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 100 GATEWAY DRIVE · BETHLEHEM, PA 18017 | Advisory (Plan) | $52,000 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: ODONOGHUE & ODONOGHUE LLP Service code 29 5301 WISCONSIN AVE NW · WASHINGTON, DC 20015 | Legal | $22,359 |
FISCHER DORWART, P.C.4 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $18,000 |
KANG HAGGERTY & FETBROYT4 years Filed as: KANG HAGGERTY & FETBROYT, LLC Service code 29 123 S BROAD ST #1670 · PHILADELPHIA, PA 19109 | Legal | $10,778 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,920 | $88,770+17.1% | $109,191-4.8% | $93,010+11.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 34.48% | 60.64%-26.2pp | 25.76%+8.7pp | 158.70%-124.2pp |
| Employer contribution / active EE | $4,033 | $3,780+6.7% | $3,723+8.3% | $2,705+49.1% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $178 | $172+3.5% | $6,756-97.4% | $152+17.6% |