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| Provider | Service type | Compensation |
|---|---|---|
CLEARSTEAD ADVISORS, LLC1 year Service code 14 · EIN 34-1597728 | Plan Administrator | $22,180 |
BKD, LLP1 year Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $7,570 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,347 | $74,706+110.6% | $75,717+107.8% | $79,393+98.2% |
| Participation rate | 94.2% | 75.3%+18.8pp | 74.8%+19.3pp | 70.7%+23.5pp |
| Annual return | 25.83% | 18.52%+7.3pp | 104.58%-78.8pp | 116.87%-91.0pp |
| Employer contribution / active EE | $3,329 | $2,590+28.5% | $2,743+21.4% | $2,428+37.1% |
| Participant deferral / active EE | $4,232 | $3,533+19.8% | $3,821+10.8% | $4,046+4.6% |
| Admin fee / account holder | $124 | $374-66.9% | $3,619-96.6% | $627-80.2% |