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| Provider | Service type | Compensation |
|---|---|---|
ANDCO CONSULTING5 years Service code 16 5000 ROCKSIDE ROAD SUITE 320 · INDEPENDENCE, OH 44131 | Consulting | $20,000 |
BENESYS, INC.6 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 3660 STUTZ DRIVE, SUITE 101 · CANFIELD, OH 44406 | Contract Administrator | $10,500 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance services | $8,953 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,546 | $78,275+5.5% | $109,163-24.4% | $86,813-4.9% |
| Participation rate | 82.8% | 73.8%+8.9pp | 75.9%+6.9pp | 72.3%+10.5pp |
| Annual return | 13.34% | 19.14%-5.8pp | 25.75%-12.4pp | 97.93%-84.6pp |
| Employer contribution / active EE | $3,370 | $3,105+8.5% | $3,723-9.5% | $2,406+40.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,131-100.0% |
| Admin fee / account holder | $256 | $198+29.2% | $6,754-96.2% | $170+51.2% |