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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLARHER FIDUCIARY ADVISORS, LLC Service code 16 TWO PIERCE PLACE · ITASCA, IL 601423141 | Consulting | $35,000 |
Filed as: MASS MUTUAL Service code 15 · EIN 26-1589907 | Recordkeeping | $17,705 |
YURCHYK & DAVIS CPA'S, INC.3+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $12,960 |
BENESYS, INC.3+ years Service code 13 · EIN 34-1787882 | Contract Administrator | $12,844 |
Service code 29 · EIN 34-1224415 | Legal | $12,355 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,156 | $60,545-18.8% | $92,240-46.7% | $69,631-29.4% |
| Participation rate | 99.0% | 72.2%+26.9pp | 76.5%+22.5pp | 70.7%+28.3pp |
| Annual return | 16.63% | 19.71%-3.1pp | 176.29%-159.7pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $2,827 | $2,633+7.4% | $3,680-23.2% | $2,032+39.1% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $162 | $145+11.9% | $5,194-96.9% | $110+46.7% |