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| Provider | Service type | Compensation |
|---|---|---|
KEYSTONE WEALTH ADVISORS INC3 years Filed as: KEYSTONE LIME COMPANY INC Service code 10 PO BOX 278 · SPRINGS, PA 15562 | Accounting | $16,250 |
FIRST UNITED BANK & TRUST7 years Service code 27 PO BOX 557 · OAKLAND, MD 21550 | Advisory (Plan) | $10,000 |
Service code 99 6300 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $6,939 |
Service code 13 · EIN 81-3989034 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $4,434 |
ANCHOR CAPITAL ADVISORS LLC3 years Filed as: ANCHOR 316 FIDUCIARY SOLUTIONS Service code 99 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Other Fees | $3,534 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,460 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,327 | $93,055+39.0% | $153,741-15.9% | $80,959+59.7% |
| Participation rate | 89.4% | 69.0%+20.4pp | 77.1%+12.3pp | 67.7%+21.7pp |
| Annual return | 14.25% | 19.97%-5.7pp | 15.71%-1.5pp | 35.67%-21.4pp |
| Employer contribution / active EE | $2,238 | $3,504-36.1% | $5,042-55.6% | $2,757-18.8% |
| Participant deferral / active EE | $3,989 | $5,172-22.9% | $6,757-41.0% | $4,300-7.3% |
| Admin fee / account holder | $244 | $8,881-97.3% | $12,749-98.1% | $6,925-96.5% |