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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $261,754 |
WHITLEY PENN LLP3 years Service code 10 · EIN 75-2393478 | Accounting | $59,825 |
SANCTUARY ADVISORS LLC1 year Filed as: SANCTUARY ADVISORS Service code 13 · EIN 87-1395546 | Contract Administrator | $39,959 |
FIDUCIENT ADVISORS LLC3 years Service code 16 · EIN 36-4001764 | Consulting | $34,499 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,853 | $104,544+15.6% | $96,564+25.2% | $80,187+50.7% |
| Participation rate | 96.3% | 86.4%+9.9pp | 76.0%+20.3pp | 72.9%+23.3pp |
| Annual return | 17.86% | 21.79%-3.9pp | 25.89%-8.0pp | 40.40%-22.5pp |
| Employer contribution / active EE | $6,244 | $3,527+77.0% | $2,967+110.5% | $2,980+109.6% |
| Participant deferral / active EE | $9,672 | $6,170+56.7% | $4,852+99.3% | $5,016+92.8% |
| Admin fee / account holder | $140 | $107+30.7% | $8,256-98.3% | $145-3.7% |