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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 15 · EIN 26-1589907 | Recordkeeping | $29,681 |
YURCHYK & DAVIS CPA'S, INC.2+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $12,880 |
BENESYS, INC.2+ years Service code 13 · EIN 34-1787882 | Contract Administrator | $12,807 |
Filed as: GALLARHER FIDUCIARY ADVISORS, LLC Service code 16 TWO PIERCE PLACE · ITASCA, IL 601423141 | Consulting | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,525 | $57,921-26.6% | $84,753-49.8% | $57,658-26.2% |
| Participation rate | 93.5% | 72.9%+20.6pp | 76.6%+16.9pp | 70.2%+23.3pp |
| Annual return | 6.41% | 10.24%-3.8pp | 22.78%-16.4pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,694 | $2,598+3.7% | $3,574-24.6% | $1,974+36.5% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $115 | $130-11.2% | $5,333-97.8% | $95+21.8% |