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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS2 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $111,927 |
Service code 10 · EIN 14-1624930 | Accounting | $12,800 |
SUMMIT ACTUARIAL SERVICE3+ years Service code 11 · EIN 20-3838633 | Actuarial | $7,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,449 | $43,999-62.6% | $79,467-79.3% | $55,725-70.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | 7.68% | 1.81%+5.9pp | 718.30%-710.6pp | 244.93%-237.3pp |
| Employer contribution / active EE | $1,310 | $1,830-28.4% | $2,800-53.2% | $2,078-37.0% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $140 | $118+19.1% | $5,104-97.3% | $115+21.6% |