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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS7 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 19 · EIN 16-1616474 | Securities Custodian | $121,380 |
BENESYS, INC.5 years Service code 13 700 TOWERS DRIVE · TROY, MI 48098 | Contract Administrator | $61,540 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 100 GATEWAY DRIVE · BETHLEHEM, PA 18017 | Advisory (Plan) | $52,000 |
FISCHER DORWART, P.C.6 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $18,000 |
O'DONOGHUE & O'DONOGHUE3 years Filed as: ODONOGHUE & ODONOGHUE LLP Service code 29 5301 WISCONSIN AVE NW · WASHINGTON, DC 20015 | Legal | $13,717 |
KANG HAGGERTY & FETBROYT6 years Filed as: KANG HAGGERTY & FETBROYT, LLC Service code 29 123 S BROAD ST #1670 · PHILADELPHIA, PA 19109 | Legal | $7,441 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,933 | $88,479+15.2% | $96,543+5.6% | $80,187+27.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 1.19% | 22.53%-21.3pp | 35.75%-34.6pp | 40.40%-39.2pp |
| Employer contribution / active EE | $4,441 | $4,177+6.3% | $3,741+18.7% | $2,980+49.0% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $174 | $211-17.9% | $6,737-97.4% | $145+19.7% |