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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS8 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 15 · EIN 16-1616474 | Recordkeeping | $121,832 |
BENESYS, INC.6 years Service code 13 700 TOWERS DRIVE · TROY, MI 48098 | Contract Administrator | $63,384 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 100 GATEWAY DRIVE · BETHLEHEM, PA 18017 | Advisory (Plan) | $52,000 |
FISCHER DORWART, P.C.7 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $18,000 |
O'DONOGHUE & O'DONOGHUE4 years Filed as: ODONOGHUE & ODONOGHUE LLP Service code 29 5301 WISCONSIN AVE NW · WASHINGTON, DC 20015 | Legal | $15,159 |
KANG HAGGERTY & FETBROYT1 year Filed as: KANG HAGGERTY Service code 29 123 S. BROAD STREET, SUITE 1950 · PHILADELPHIA, PA 19109 | Legal | $6,872 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,060 | $241,850-51.6% | $102,437+14.3% | $200,096-41.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 14.12% | 17.67%-3.5pp | 24.95%-10.8pp | 34.26%-20.1pp |
| Employer contribution / active EE | $4,880 | $4,253+14.7% | $3,871+26.1% | $3,038+60.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $172 | $288-40.2% | $8,388-97.9% | $269-36.0% |