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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS3 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $158,889 |
Service code 10 · EIN 14-1624930 | Accounting | $20,100 |
SUMMIT ACTUARIAL SERVICE4+ years Service code 11 · EIN 20-3838633 | Actuarial | $7,500 |
D'ARCANGELO & CO., LLP1 year Filed as: D'ARCANGELO & CO. LLP Service code 10 · EIN 51-0446624 | Accounting | $5,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,079 | $44,794-66.3% | $90,324-83.3% | $77,775-80.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 73.3%+26.7pp | 73.2%+26.8pp |
| Annual return | 39.96% | 28.23%+11.7pp | 78.15%-38.2pp | 32.58%+7.4pp |
| Employer contribution / active EE | $1,334 | $1,809-26.2% | $2,856-53.3% | $2,504-46.7% |
| Participant deferral / active EE | $0 | $2,642-100.0% | $3,885-100.0% | $3,966-100.0% |
| Admin fee / account holder | $134 | $94+41.5% | $5,356-97.5% | $100+33.5% |