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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $49,380 |
MITCHELL & TITUS, LLP2 years Service code 10 · EIN 13-2781641 | Accounting | $11,630 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $8,155 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $317,036-100.0% | - | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 13.0%-13.0pp |
| Annual return | 12.96% | 15.86%-2.9pp | 13.45%-0.5pp | 13.59%-0.6pp |
| Employer contribution / active EE | $32,730 | $23,357+40.1% | $26,057+25.6% | $14,592+124.3% |
| Participant deferral / active EE | $0 | $87-100.0% | $181-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | - | $29,657-100.0% |