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| Provider | Service type | Compensation |
|---|---|---|
LAUREN COREY CONSULTING, LLC3 years Service code 10 · EIN 47-2806175 2 MONUMENT SQUARE STE 802 · PORTLAND, ME 04101 | Accounting | $14,283 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLEY US, LLP Service code 27 · EIN 46-2648231 PO BOX 7398 · MADISON, WI 53707 | Advisory (Plan) | $8,583 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,071 | $69,774+117.9% | $67,575+125.0% | $74,459+104.2% |
| Participation rate | 99.1% | 71.4%+27.7pp | 72.9%+26.2pp | 67.2%+31.9pp |
| Annual return | 14.19% | -40.53%+54.7pp | 3528.98%-3514.8pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $5,129 | $2,710+89.2% | $2,736+87.5% | $2,626+95.3% |
| Participant deferral / active EE | $6,081 | $3,636+67.2% | $4,003+51.9% | $4,350+39.8% |
| Admin fee / account holder | $177 | $890-80.1% | $3,993-95.6% | $1,945-90.9% |