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| Provider | Service type | Compensation |
|---|---|---|
DUNBAR, BENDER & ZAPF, INC.4+ years Service code 15 · EIN 25-1650062 | Recordkeeping | $44,774 |
FIDUCIA GROUP LLC3 years Filed as: FIDUCIA GROUP Service code 16 100 WEST STATION SQUARE DRIVE · PITTSBURGH, PA 15219 | Consulting | $16,000 |
Service code 10 · EIN 25-1851188 | Accounting | $16,000 |
CITIZENS BANK3 years Service code 19 P.O. BOX 9587 · PROVIDENCE, RI 02940 | Securities Custodian | $9,152 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,362 | $75,388-46.5% | $123,552-67.3% | $55,725-27.6% |
| Participation rate | 99.7% | 75.7%+24.0pp | 82.3%+17.4pp | 70.9%+28.8pp |
| Annual return | 14.84% | 4.48%+10.4pp | 119.20%-104.4pp | 244.93%-230.1pp |
| Employer contribution / active EE | $3,160 | $3,063+3.1% | $4,628-31.7% | $2,078+52.0% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $73 | $120-39.2% | $9,285-99.2% | $115-36.8% |